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iShares S&P MidCap 400 Growth shares owned by SVB Wealth Advisory

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

Historical chart of SVB Wealth Advisory 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 SVB Wealth Advisory 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 SVB Wealth Advisory

Quarter filed Position value Share count Share price at filing
2022-03-31 $240k 3.1k 77.42
2021-12-31 $260k 3.1k 83.87
2021-09-30 $245k 3.1k 79.03
2021-06-30 $251k 3.1k 80.97
2021-03-31 $242k 3.1k 78.06
2020-12-31 $224k 3.1k 72.26
2020-09-30 $185k 775 238.71
2020-06-30 $147k 657 223.74
2020-03-31 $117k 657 178.08
2019-12-31 $156k 657 237.44

More positions owned by SVB Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for SVB Wealth Advisory

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
Main Management
Midland Wealth Advisors
MAI Wealth Advisors
Commonwealth Equity Services
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth