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

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

Historical chart of Trueblood 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 Trueblood 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 3.6k 95.89
2025-06-30 $330k 3.6k 90.98
2025-03-31 $301k 3.6k 83.28
2024-12-31 $329k 3.6k 90.93
2024-03-31 $331k 3.6k 91.25
2023-12-31 $287k 3.6k 79.22

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Oracle Corporation (ORCL)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded A Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Republic Services (RSG)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for Trueblood 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