Wellspring Financial Advisors »

iShares S&P MidCap 400 Growth shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 20k 88.11
2024-03-31 $1.9M 21k 91.25
2023-09-30 $1.5M 21k 72.24
2023-06-30 $1.5M 21k 75.00
2023-03-31 $2.0M 28k 71.51
2022-12-31 $1.9M 28k 68.30
2022-09-30 $1.8M 28k 63.00
2022-06-30 $1.8M 28k 63.73
2022-03-31 $3.0M 38k 77.26
2021-12-31 $3.3M 39k 85.27
2021-09-30 $3.1M 39k 79.20
2021-06-30 $3.2M 40k 80.94
2021-03-31 $1.8M 10k 178.44
2020-12-31 $2.9M 40k 72.22
2020-09-30 $2.4M 10k 239.22
2020-06-30 $2.2M 10k 223.98
2020-03-31 $1.8M 10k 178.44

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

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