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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
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 Core S&p Ttl Stk (ITOT)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Emng Mkts Eqt (EMGF)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Ullmann Financial

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
Main Management
Midland Wealth Advisors
MAI Wealth Advisors
Commonwealth Equity Services
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth