iShares S&P MidCap 400 Growth shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $382k | 4.2k | 91.24 |
| 2023-12-31 | $340k | 4.3k | 79.23 |
| 2023-09-30 | $310k | 4.3k | 72.23 |
| 2023-06-30 | $344k | 4.6k | 75.00 |
| 2023-03-31 | $335k | 4.7k | 71.51 |
| 2022-12-31 | $322k | 4.7k | 68.30 |
| 2022-09-30 | $308k | 4.9k | 63.08 |
| 2022-06-30 | $311k | 4.9k | 63.69 |
| 2022-03-31 | $377k | 4.9k | 77.24 |
| 2021-12-31 | $228k | 1.0k | 218.81 |
| 2021-09-30 | $316k | 4.0k | 79.16 |
| 2021-06-30 | $323k | 4.0k | 80.91 |
| 2021-03-31 | $313k | 4.0k | 78.45 |
| 2020-12-31 | $288k | 4.0k | 72.18 |
| 2020-09-30 | $239k | 998 | 239.48 |
| 2020-06-30 | $234k | 1.0k | 223.92 |
| 2019-12-31 | $249k | 1.0k | 238.51 |
| 2019-09-30 | $233k | 1.0k | 223.39 |
| 2019-06-30 | $236k | 1.0k | 226.27 |
| 2019-03-31 | $228k | 1.0k | 218.81 |
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