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iShares S&P MidCap 400 Index shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services 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 1 North Wealth Services 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 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2019-12-31 $2.7M 13k 205.78
2019-09-30 $2.4M 13k 193.27
2019-03-31 $2.4M 13k 189.37
2018-12-31 $2.8M 17k 166.05

More positions owned by 1 North Wealth Services

iShares Barclays 20+ Yr Treas.Bond (TLT)
Utilities SPDR (XLU)
Ishares Tr fltg rate nt (FLOT)
iShares Barclays TIPS Bond Fund (TIP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
First Trust Iv Enhanced Short (FTSM)
SPDR Gold Trust (GLD)
First Tr Exchange Traded Fd senior ln (FTSL)
First Tr Exchange Traded Fd fst low mtg etf (LMBS)
iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Medical Properties Trust (MPW)
Apple (AAPL)
iShares Lehman MBS Bond Fund (MBB)
SPDR Dow Jones Industrial Average ETF (DIA)

View all positions for 1 North Wealth Services

Top funds holding iShares S&P MidCap 400 Index

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

View all funds holding iShares S&P MidCap 400 Index