iShares S&P MidCap 400 Growth shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $295k | 3.7k | 79.22 |
| 2023-09-30 | $269k | 3.7k | 72.24 |
| 2023-06-30 | $280k | 3.7k | 75.00 |
| 2023-03-31 | $277k | 3.9k | 71.51 |
| 2022-12-31 | $264k | 3.9k | 68.30 |
| 2022-09-30 | $278k | 4.4k | 62.92 |
| 2022-06-30 | $341k | 5.3k | 63.76 |
| 2022-03-31 | $557k | 7.2k | 77.24 |
| 2021-12-31 | $615k | 7.2k | 85.29 |
| 2021-09-30 | $571k | 7.2k | 79.18 |
| 2021-06-30 | $674k | 8.3k | 80.90 |
| 2021-03-31 | $620k | 7.9k | 78.41 |
| 2020-12-31 | $605k | 8.4k | 72.19 |
| 2020-09-30 | $497k | 2.1k | 239.40 |
| 2020-06-30 | $465k | 2.1k | 223.99 |
| 2020-03-31 | $852k | 4.8k | 178.54 |
| 2019-12-31 | $3.1M | 13k | 238.14 |
| 2019-09-30 | $3.3M | 15k | 223.87 |
| 2019-06-30 | $2.4M | 11k | 226.28 |
| 2019-03-31 | $1.2M | 5.6k | 219.01 |
| 2018-03-31 | $465k | 2.4k | 191.12 |
| 2017-12-31 | $507k | 2.3k | 215.93 |
| 2017-09-30 | $531k | 2.6k | 202.36 |
| 2017-06-30 | $513k | 2.6k | 196.70 |
| 2017-03-31 | $465k | 2.4k | 191.12 |
| 2016-12-31 | $839k | 4.6k | 182.11 |
| 2016-09-30 | $856k | 4.9k | 174.80 |
| 2016-06-30 | $535k | 3.2k | 169.25 |
| 2016-03-31 | $402k | 2.5k | 162.69 |
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