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Invenio Wealth Partners »

iShares S&P MidCap 400 Index shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$1.2M	4.2k	277.15
2023-09-30	$1.1M	4.3k	249.35

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)

Wisdomtree U.s. Midcap Dividend Fund Etf (DON)

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)

Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)

Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)

Spdr S&p 500 Etf Trust Etf (SPY)

Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)

Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)

Ishares National Muni Bond Etf Etf (MUB)

Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)

Apple Stock (AAPL)

Jpmorgan Municipal Etf Etf (JMUB)

Microsoft Corp Stock (MSFT)

Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)

Wisdomtree Floating Rate Treasury Fund Etf (USFR)

View all positions for Invenio Wealth Partners

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

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

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