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iShares S&P MidCap 400 Index shares owned by First Ascent Asset Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by First Ascent Asset Management from 13F filings

Historical chart of First Ascent Asset Management 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 First Ascent Asset 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 First Ascent Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 4.7k 277.13
2023-09-30 $1.1M 4.6k 249.34
2023-06-30 $1.3M 4.9k 261.47
2023-03-31 $1.2M 5.0k 250.14
2022-12-31 $1.1M 4.7k 241.90

More positions owned by First Ascent Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Intl Aggr (IAGG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for First Ascent Asset 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
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index