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iShares S&P MidCap 400 Growth shares owned by W Advisors

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

Historical chart of W Advisors 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 W Advisors 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 W Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 2.2k 95.89
2021-12-31 $206k 2.4k 85.23

More positions owned by W Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Msci Leadr (SUSL)
Merck & Co (MRK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Exxon Mobil Corporation (XOM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for W Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
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

View all funds holding iShares S&P MidCap 400 Growth