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iShares S&P MidCap 400 Growth shares owned by Windsor Advisory Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Windsor Advisory Group from 13F filings

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $99k 1.1k 91.93
2024-06-30 $95k 1.1k 88.11
2024-03-31 $98k 1.1k 91.25
2023-12-31 $85k 1.1k 79.22
2023-09-30 $78k 1.1k 72.24
2023-06-30 $81k 1.1k 75.00
2023-03-31 $77k 1.1k 71.51
2022-12-31 $74k 1.1k 68.30

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Huntington Bancshares Incorporated (HBAN)
Vaxcyte (PCVX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Walt Disney Company (DIS)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Verizon Communications (VZ)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Applied Therapeutics (APLT)
Enterprise Products Partners (EPD)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Windsor Advisory Group

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Goldman Sachs Group
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Ameriprise Financial
Financial Engines Advisors L.L.C
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth