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iShares S&P MidCap 400 Growth shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $474k 6.6k 72.15
2020-09-30 $421k 1.8k 239.07
2020-06-30 $453k 2.0k 224.04
2020-03-31 $450k 2.5k 178.43
2019-12-31 $596k 2.5k 238.30
2019-09-30 $560k 2.5k 223.91
2019-06-30 $543k 2.4k 226.16
2019-03-31 $526k 2.4k 219.08
2018-12-31 $459k 2.4k 191.17
2018-09-30 $492k 2.1k 232.73
2018-06-30 $475k 2.1k 224.69
2018-03-31 $450k 2.2k 202.43
2017-12-31 $480k 2.2k 215.92
2017-09-30 $450k 2.2k 202.43
2017-06-30 $437k 2.2k 196.58
2017-03-31 $424k 2.2k 190.73
2016-12-31 $405k 2.2k 182.19
2016-09-30 $388k 2.2k 174.54
2016-06-30 $376k 2.2k 169.14
2016-03-31 $361k 2.2k 162.39
2015-12-31 $337k 2.1k 161.01
2015-09-30 $329k 2.1k 157.19
2015-06-30 $355k 2.1k 169.61
2015-03-31 $359k 2.1k 171.52
2014-12-31 $334k 2.1k 159.58
2014-09-30 $317k 2.1k 151.46
2014-06-30 $329k 2.1k 157.19
2014-03-31 $320k 2.1k 152.89
2013-12-31 $314k 2.1k 150.02

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth