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iShares S&P MidCap 400 Growth shares owned by Whitnell & Co.

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

Historical chart of Whitnell & Co. 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 Whitnell & Co. 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 Whitnell & Co.

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.1M 4.7k 238.05
2019-09-30 $983k 4.4k 223.97
2019-06-30 $1.1M 4.9k 226.29
2019-03-31 $988k 4.5k 219.12
2018-12-31 $884k 4.6k 191.18

More positions owned by Whitnell & Co.

Schwab Strategic Tr us reit etf (SCHH)
First Tr Exchange-traded Fd no amer energy (EMLP)
Apple (AAPL)
Fiserv (FI)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf (SPY)
iShares MSCI EAFE Index Fund (EFA)
Berkshire Hathaway (BRK.B)
Vanguard Europe Pacific ETF (VEA)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Walt Disney Company (DIS)
Intel Corporation (INTC)
iShares Russell Midcap Growth Idx. (IWP)

View all positions for Whitnell & Co.

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