iShares S&P MidCap 400 Growth shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 11k | 96.88 |
| 2025-09-30 | $1.1M | 12k | 95.89 |
| 2025-06-30 | $1.3M | 14k | 90.98 |
| 2025-03-31 | $1.2M | 14k | 83.28 |
| 2024-12-31 | $957k | 11k | 90.93 |
| 2024-09-30 | $538k | 5.9k | 91.92 |
| 2024-06-30 | $727k | 8.3k | 88.10 |
| 2024-03-31 | $851k | 9.3k | 91.25 |
| 2023-12-31 | $3.3M | 42k | 79.22 |
| 2023-09-30 | $3.0M | 42k | 72.24 |
| 2023-06-30 | $3.1M | 42k | 75.00 |
| 2023-03-31 | $3.0M | 42k | 71.51 |
| 2022-12-31 | $2.9M | 42k | 68.30 |
| 2022-09-30 | $2.7M | 43k | 63.02 |
| 2022-06-30 | $587k | 9.2k | 63.70 |
| 2022-03-31 | $789k | 10k | 77.22 |
| 2021-12-31 | $895k | 11k | 85.25 |
| 2021-09-30 | $874k | 11k | 79.22 |
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