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iShares S&P MidCap 400 Growth shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital Group 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 Transcendent Capital Group 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 38k 95.89
2025-06-30 $4.0M 44k 90.98
2025-03-31 $3.7M 44k 83.28
2024-12-31 $4.0M 44k 90.93
2024-09-30 $3.5M 38k 91.93
2024-06-30 $47k 533 88.04
2024-03-31 $13k 147 91.44
2023-12-31 $233k 2.9k 79.22

More positions owned by Transcendent Capital Group

Allianzim Buffer 15 Uncapped Allocation Etf Allianzim Buf 15 (SPBU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Vanguard Large-cap Etf Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)

View all positions for Transcendent Capital Group

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