iShares S&P MidCap 400 Growth shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in iShares S&P MidCap 400 Growth
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All positions including iShares S&P MidCap 400 Growth held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $393k | 4.3k | 91.93 |
2024-06-30 | $376k | 4.3k | 88.11 |
2024-03-31 | $390k | 4.3k | 91.25 |
2023-12-31 | $338k | 4.3k | 79.22 |
2023-09-30 | $309k | 4.3k | 72.24 |
2023-06-30 | $320k | 4.3k | 75.00 |
2023-03-31 | $306k | 4.3k | 71.51 |
2022-12-31 | $292k | 4.3k | 68.30 |
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