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iShares S&P MidCap 400 Index shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates 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 Richard W. Paul & Associates 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $53k 190 277.15
2023-09-30 $49k 196 249.36
2023-06-30 $53k 201 261.50
2023-03-31 $54k 214 250.17
2022-12-31 $49k 204 241.89

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Richard W. Paul & Associates

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