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iShares S&P MidCap 400 Index shares owned by Elevated Capital Advisors

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

Historical chart of Elevated Capital 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 Elevated Capital 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 Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 4.0k 60.74
2023-12-31 $219k 790 277.29
2023-06-30 $205k 784 261.48

More positions owned by Elevated Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Alps Etf Tr Rivrfrnt Str Inc (RIGS)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Value Etf (VTV)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
PIMCO Corporate Income Fund (PCN)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for Elevated Capital 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