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iShares S&P MidCap 400 Growth shares owned by Truepoint

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

Historical chart of Truepoint 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 Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2024-03-31 $821k 9.0k 91.25
2023-12-31 $713k 9.0k 79.22
2023-09-30 $650k 9.0k 72.24
2023-06-30 $674k 9.0k 75.00
2023-03-31 $625k 8.7k 71.51
2022-12-31 $596k 8.7k 68.30
2022-09-30 $623k 9.9k 63.04
2022-06-30 $783k 12k 63.76
2022-03-31 $765k 9.9k 77.26
2021-12-31 $735k 8.6k 85.32
2021-09-30 $682k 8.6k 79.22
2021-06-30 $694k 8.6k 80.90
2021-03-31 $668k 8.5k 78.32
2020-12-31 $618k 8.6k 72.26
2019-12-31 $558k 2.3k 237.95
2019-09-30 $524k 2.3k 223.64
2019-06-30 $530k 2.3k 226.30
2019-03-31 $513k 2.3k 219.04
2018-12-31 $489k 2.6k 191.16
2018-09-30 $486k 2.1k 233.09
2018-06-30 $469k 2.1k 224.94
2018-03-31 $2.1k 455 4.58
2017-12-31 $450k 2.1k 215.83
2017-09-30 $422k 422k 1.00
2017-06-30 $439k 2.2k 196.95
2017-03-31 $426k 2.2k 191.12
2016-12-31 $433k 2.3k 187.20
2016-09-30 $666k 3.8k 174.71
2016-06-30 $709k 4.2k 169.21
2016-03-31 $706k 4.3k 162.67
2015-12-31 $252k 1.6k 160.71
2015-09-30 $250k 1.6k 157.04

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
FMR
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Envestnet Asset Management
Financial Engines Advisors L.L.C
Ameriprise Financial
LPL Financial
Raymond James & Associates
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth