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iShares S&P MidCap 400 Index shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Private Client Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $255k 4.2k 60.74
2023-12-31 $249k 899 277.28

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 100 Etf (OEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)

View all positions for Private Client Services

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