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

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

Historical chart of Winthrop 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 Winthrop 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 2.0k 117.50
2023-03-31 $206k 2.9k 71.51
2020-12-31 $657k 9.1k 72.22

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ultra Short Dur (ICSH)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for Winthrop Advisory Group

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Sherman Porfolios
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northern Trust
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Growth