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iShares S&P MidCap 400 Index shares owned by Jamison Private Wealth Management

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

Historical chart of Jamison Private Wealth 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 Jamison Private Wealth 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 Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 3.3k 60.75
2023-12-31 $169k 610 277.34
2023-09-30 $114k 456 249.32

More positions owned by Jamison Private Wealth Management

Microsoft Corporation (MSFT)
United Parcel Service CL B (UPS)
Vulcan Materials Company (VMC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Waste Management (WM)
Home Depot (HD)
Blackstone Group Inc Com Cl A (BX)
Caterpillar (CAT)
Applied Materials (AMAT)
Amazon (AMZN)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Bank of America Corporation (BAC)

View all positions for Jamison Private Wealth 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