Continuum Wealth Advisors »

iShares S&P MidCap 400 Index shares owned by Continuum Wealth Advisors

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

Historical chart of Continuum Wealth 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 Continuum Wealth 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 Index by Continuum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 4.2k 277.15
2023-09-30 $1.0M 4.2k 249.35
2023-06-30 $1.1M 4.2k 261.48
2023-03-31 $1.1M 4.2k 250.16
2022-12-31 $2.1M 8.6k 241.89

More positions owned by Continuum Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Faln Angls Usd (FALN)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Continuum Wealth Advisors

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
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index