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iShares S&P MidCap 400 Index shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 4.3k 60.74
2023-12-31 $489k 1.8k 277.19
2023-09-30 $453k 1.8k 249.39
2023-06-30 $225k 861 261.48
2023-03-31 $226k 902 250.16

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 27 Etf (IBDS)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Ibds Dec28 Etf (IBDT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)

View all positions for Sound View Wealth Advisors Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index