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iShares S&P MidCap 400 Index shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors 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 Strata Wealth Advisors 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $967k 16k 60.74
2023-12-31 $866k 3.1k 277.13
2023-09-30 $769k 3.1k 249.33

More positions owned by Strata Wealth Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Booking Holdings (BKNG)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Analog Devices (ADI)
Apple (AAPL)

View all positions for Strata Wealth Advisors

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