CWS Financial Advisors »

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

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

Historical chart of CWS 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 CWS 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 CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 2.3k 91.25
2022-06-30 $144k 2.3k 63.66

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for CWS Financial Advisors

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth