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iShares S&P MidCap 400 Index shares owned by Central Valley Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Central Valley Advisors from 13F filings

Historical chart of Central Valley Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Central Valley Advisors 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 Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 3.6k 60.74
2023-12-31 $201k 725 277.35

More positions owned by Central Valley Advisors

Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Home Depot (HD)
Broadcom (AVGO)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)

View all positions for Central Valley Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index