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iShares S&P MidCap 400 Index shares owned by Shira Ridge Wealth Management

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

Historical chart of Shira Ridge 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 Shira Ridge 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 Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 5.4k 60.74
2023-12-31 $296k 1.1k 277.04
2023-09-30 $273k 1.1k 249.35
2023-06-30 $237k 907 261.48
2023-03-31 $210k 839 250.11

More positions owned by Shira Ridge Wealth Management

Ishares Tr Msci Usa Esg Slc (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global Tech Etf (IXN)
Legg Mason Etf Invt Clearbridge Di (YLDE)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Esg Scrd S&p Mid (XJH)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Shira Ridge 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