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iShares S&P MidCap 400 Growth shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 24k 95.89
2025-06-30 $1.4M 16k 90.98
2025-03-31 $1.1M 14k 83.28
2024-12-31 $1.0M 11k 90.93
2024-09-30 $1.4M 16k 91.93
2024-06-30 $1.3M 15k 88.11
2024-03-31 $1.2M 14k 91.25
2023-12-31 $1.1M 15k 79.22
2023-09-30 $1.1M 15k 72.24
2023-06-30 $999k 13k 75.00
2023-03-31 $958k 13k 71.51
2022-12-31 $763k 11k 68.30

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Whitaker-Myers Wealth Managers

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