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iShares S&P MidCap 400 Growth shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital 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 TAGStone Capital 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 TAGStone Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 16k 79.21
2023-09-30 $1.1M 16k 72.50
2023-06-30 $1.2M 16k 74.99
2023-03-31 $1.2M 17k 71.48
2022-12-31 $1.2M 17k 68.29
2022-09-30 $1.1M 18k 63.02
2022-06-30 $1.1M 17k 63.70
2022-03-31 $1.3M 17k 77.26
2021-12-31 $1.5M 17k 85.24

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Costco Wholesale Corporation (COST)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Union Pacific Corporation (UNP)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for TAGStone Capital

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
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth