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

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

Historical chart of Zrc 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 Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $114k 1.9k 60.74
2023-12-31 $115k 462 249.35
2023-09-30 $115k 462 249.35
2023-06-30 $128k 488 261.48
2023-03-31 $129k 515 250.16

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc 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