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iShares S&P MidCap 400 Growth shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $579k 6.0k 95.90
2025-06-30 $507k 5.6k 90.99
2025-03-31 $464k 5.6k 83.29
2024-12-31 $533k 5.9k 90.94
2024-09-30 $439k 4.8k 91.92
2024-06-30 $505k 5.7k 88.11
2024-03-31 $577k 6.3k 91.25
2023-12-31 $502k 6.3k 79.23
2023-09-30 $4.5M 63k 72.24
2023-06-30 $4.7M 63k 75.00
2023-03-31 $4.6M 64k 71.51
2022-12-31 $4.3M 63k 68.30
2022-09-30 $4.1M 65k 63.03
2022-06-30 $4.4M 70k 63.72
2022-03-31 $5.4M 70k 77.27
2021-12-31 $5.9M 69k 85.27
2021-09-30 $5.5M 69k 79.18
2021-06-30 $5.6M 70k 80.93
2021-03-31 $5.4M 70k 78.37
2020-12-31 $4.9M 69k 72.22
2020-09-30 $4.7M 20k 239.19
2020-06-30 $4.5M 20k 224.00
2020-03-31 $4.7M 26k 178.46
2019-12-31 $6.0M 25k 238.12
2019-09-30 $5.2M 23k 223.87
2019-06-30 $5.6M 25k 226.28
2019-03-31 $5.5M 25k 219.12
2018-12-31 $4.8M 25k 191.22
2018-09-30 $6.5M 28k 232.94
2018-06-30 $6.1M 27k 224.78
2018-03-31 $5.8M 27k 218.32
2017-12-31 $5.6M 26k 217.23
2017-09-30 $5.0M 25k 202.37
2017-06-30 $4.9M 25k 196.62
2017-03-31 $4.7M 25k 190.91
2016-12-31 $4.7M 26k 182.21
2016-09-30 $4.3M 25k 174.74
2016-06-30 $4.1M 25k 169.02
2016-03-31 $3.8M 23k 162.61
2015-12-31 $3.8M 23k 160.94
2015-09-30 $3.5M 22k 157.10
2015-06-30 $4.4M 26k 169.50
2015-03-31 $4.4M 27k 167.11
2014-12-31 $3.8M 24k 159.68
2014-09-30 $3.1M 21k 151.46
2014-06-30 $3.4M 22k 157.08
2014-03-31 $3.3M 22k 152.92
2013-12-31 $3.1M 21k 150.20
2013-06-30 $2.8M 22k 128.82
2013-03-31 $2.8M 22k 128.16
2012-12-31 $2.5M 22k 114.39
2012-06-30 $2.3M 22k 105.84
2011-12-31 $2.9M 29k 98.75
2011-09-30 $2.7M 30k 89.84
2011-03-31 $5.6M 51k 110.35
2010-12-31 $1.7M 17k 100.69

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding iShares S&P MidCap 400 Growth

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
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth