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iShares S&P MidCap 400 Growth shares owned by Valley National Advisers

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

Historical chart of Valley National 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 Valley National 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $169k 1.8k 91.75
2024-06-30 $164k 1.9k 87.70
2024-03-31 $170k 1.9k 90.91
2023-12-31 $148k 1.9k 79.14
2023-09-30 $135k 1.9k 72.27
2023-06-30 $141k 1.9k 75.48
2023-03-31 $134k 1.9k 71.73
2022-12-31 $131k 1.9k 70.13
2022-09-30 $125k 1.9k 66.92
2022-06-30 $123k 1.9k 65.85
2022-03-31 $144k 1.9k 77.09
2021-12-31 $159k 1.9k 85.12
2021-09-30 $148k 1.9k 79.23
2021-06-30 $151k 1.9k 80.84
2021-03-31 $146k 1.9k 78.16
2020-12-31 $135k 1.9k 72.27
2020-09-30 $112k 467 239.83
2020-06-30 $105k 467 224.84
2020-03-31 $83k 467 177.73
2019-12-31 $111k 467 237.69
2019-09-30 $103k 460 223.91
2019-06-30 $104k 460 226.09
2019-03-31 $101k 460 219.57
2018-12-31 $88k 460 191.30
2018-09-30 $107k 460 232.61
2018-06-30 $106k 470 225.53
2018-03-31 $103k 470 219.15
2017-12-31 $99k 460 215.22
2017-09-30 $93k 460 202.17
2017-06-30 $90k 460 195.65
2017-03-31 $88k 460 191.30
2016-12-31 $84k 460 182.61
2016-09-30 $80k 460 173.91
2016-06-30 $78k 460 169.57
2016-03-31 $75k 460 163.04
2015-12-31 $74k 460 160.87
2015-09-30 $72k 460 156.52
2015-06-30 $78k 460 169.57
2015-03-31 $79k 460 171.74
2014-12-31 $69k 460 150.00

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Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Pimco Etf Tr Active Bd Etf (BOND)
Lockheed Martin Corporation (LMT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Valley National Advisers

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Financial Engines Advisors L.L.C
International Assets Investment Management
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth