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iShares S&P MidCap 400 Growth shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust 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 Montecito Bank & Trust 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 Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $793k 8.7k 91.25
2023-12-31 $709k 8.9k 79.22
2023-09-30 $654k 9.0k 72.24
2023-06-30 $691k 9.2k 75.00
2023-03-31 $662k 9.3k 71.51
2022-12-31 $633k 9.3k 68.34
2022-09-30 $589k 9.4k 62.98
2022-06-30 $653k 10k 63.69
2022-03-31 $802k 10k 77.33
2021-12-31 $884k 10k 85.29
2021-09-30 $860k 11k 79.20
2021-06-30 $887k 11k 80.90
2021-03-31 $859k 11k 78.35
2020-12-31 $826k 11k 72.18
2020-09-30 $699k 2.9k 239.30
2020-06-30 $728k 3.3k 223.93
2020-03-31 $580k 3.3k 178.41
2019-12-31 $786k 3.3k 238.11
2019-09-30 $739k 3.3k 223.87
2019-06-30 $936k 4.1k 226.33
2019-03-31 $939k 4.3k 219.17
2018-12-31 $858k 4.5k 191.29
2018-09-30 $1.1M 4.6k 232.95
2018-06-30 $837k 3.7k 224.68
2018-03-31 $536k 2.5k 218.44
2017-12-31 $530k 2.5k 215.89
2017-09-30 $506k 2.5k 202.25
2017-06-30 $552k 2.8k 196.60
2017-03-31 $730k 3.8k 190.98
2016-12-31 $478k 2.6k 182.32
2016-09-30 $459k 2.6k 174.79
2016-06-30 $444k 2.6k 169.27
2016-03-31 $427k 2.6k 162.79
2015-12-31 $422k 2.6k 160.88
2015-09-30 $429k 2.7k 156.97
2015-06-30 $563k 3.3k 171.54
2015-03-31 $563k 3.3k 171.54
2014-12-31 $592k 3.7k 159.70
2014-09-30 $442k 2.9k 151.32
2014-06-30 $467k 3.0k 157.19
2014-03-31 $275k 1.8k 152.69
2013-12-31 $332k 2.2k 150.23
2013-09-30 $205k 1.5k 138.98

More positions owned by Montecito Bank & Trust

iShares Russell 1000 Growth Index (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Ishares Tr cmn (GOVT)
iShares S&P MidCap 400 Index (IJH)
Vanguard Sht Term Govt Bond ETF (VGSH)
iShares Russell 1000 Value Index (IWD)
Vanguard Short Term Corporate Bond ETF (VCSH)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Ishares Msci Usa Quality Facto invalid (QUAL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Eli Lilly & Co. (LLY)
Coca-Cola Company (KO)

View all positions for Montecito Bank & Trust

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