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iShares S&P MidCap 400 Index shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in iShares S&P MidCap 400 Index

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All positions including iShares S&P MidCap 400 Index held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 53k 279.85
2023-09-30 $5.6M 22k 250.50

More positions owned by Bartlett & Co. Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Lowe's Companies (LOW)
Abbott Laboratories (ABT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Pepsi (PEP)
TJX Companies (TJX)
Amgen (AMGN)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)

View all positions for Bartlett & Co. Wealth Management

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index