iShares S&P MidCap 400 Growth shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares S&P MidCap 400 Growth
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All positions including iShares S&P MidCap 400 Growth held by Welch & Forbes 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 | $774k | 8.4k | 91.93 |
2024-06-30 | $738k | 8.4k | 87.59 |
2024-03-31 | $906k | 9.9k | 91.25 |
2023-12-31 | $773k | 9.8k | 79.22 |
2023-09-30 | $664k | 9.2k | 72.24 |
2023-06-30 | $689k | 9.2k | 75.00 |
2023-03-31 | $683k | 9.6k | 71.51 |
2022-12-31 | $653k | 9.6k | 68.30 |
2022-09-30 | $602k | 9.6k | 63.00 |
2022-06-30 | $462k | 7.2k | 63.76 |
2022-03-31 | $557k | 7.2k | 77.36 |
2021-12-31 | $614k | 7.2k | 85.28 |
2021-09-30 | $571k | 7.2k | 79.31 |
2021-06-30 | $583k | 7.2k | 80.97 |
2021-03-31 | $447k | 5.7k | 78.42 |
2020-12-31 | $411k | 5.7k | 72.11 |
2020-09-30 | $384k | 1.6k | 239.25 |
2020-06-30 | $433k | 1.9k | 223.77 |
2020-03-31 | $345k | 1.9k | 178.29 |
2019-12-31 | $282k | 1.2k | 237.97 |
2019-09-30 | $257k | 1.2k | 223.48 |
2019-06-30 | $260k | 1.2k | 226.09 |
2019-03-31 | $241k | 1.1k | 219.09 |
2018-12-31 | $210k | 1.1k | 190.91 |
2018-09-30 | $256k | 1.1k | 232.73 |
2018-06-30 | $247k | 1.1k | 224.55 |
2018-03-31 | $240k | 1.1k | 218.18 |
2017-12-31 | $247k | 1.1k | 216.67 |
2017-09-30 | $230k | 1.1k | 201.75 |
2017-06-30 | $225k | 1.1k | 197.37 |
2017-03-31 | $218k | 1.1k | 191.23 |
2016-12-31 | $207k | 1.1k | 181.58 |
2016-09-30 | $200k | 1.1k | 175.44 |
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