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iShares S&P MidCap 400 Index shares owned by DHK Financial Advisors

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

Historical chart of DHK Financial 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 DHK Financial 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 DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 3.8k 60.74
2023-12-31 $208k 750 277.15
2022-06-30 $2.4M 11k 226.22
2022-03-31 $2.8M 11k 268.40
2021-12-31 $3.0M 11k 283.06

More positions owned by DHK Financial Advisors

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Frontier And Sel (FM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Franklin Templeton Etf Tr Franklin India (FLIN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard World Utilities Etf (VPU)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for DHK Financial 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