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iShares S&P MidCap 400 Growth shares owned by Ullmann Financial

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

Historical chart of Ullmann Financial 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 Ullmann Financial 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 Ullmann Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 27k 90.93
2024-09-30 $2.5M 27k 91.93
2024-03-31 $2.3M 25k 91.25
2023-12-31 $2.0M 25k 79.22
2023-09-30 $1.9M 26k 72.24
2023-06-30 $1.9M 26k 75.00
2023-03-31 $1.8M 25k 71.51
2022-12-31 $1.8M 26k 68.30
2022-09-30 $1.6M 26k 63.00
2022-06-30 $1.6M 26k 63.75
2022-03-31 $2.0M 26k 77.25
2021-12-31 $2.2M 26k 85.26
2021-09-30 $2.0M 26k 79.18
2021-06-30 $2.1M 26k 80.91
2021-03-31 $2.1M 26k 78.36
2020-12-31 $2.0M 28k 72.23
2020-09-30 $1.7M 7.3k 239.15
2020-06-30 $1.6M 7.3k 224.02
2020-03-31 $1.6M 9.0k 178.46
2019-12-31 $2.1M 8.8k 238.10
2019-09-30 $2.1M 9.6k 223.91
2019-06-30 $2.2M 9.8k 226.22
2019-03-31 $2.2M 10k 219.11
2018-12-31 $2.0M 11k 191.25
2018-09-30 $2.5M 11k 232.93
2018-06-30 $2.5M 11k 224.74
2018-03-31 $2.4M 11k 212.92
2017-12-31 $2.8M 13k 215.79
2017-09-30 $4.6M 26k 174.70
2017-06-30 $3.1M 16k 196.56
2017-03-31 $3.0M 16k 190.89
2016-12-31 $4.6M 25k 187.71

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Ullmann Financial

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth