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iShares S&P MidCap 400 Index shares owned by Affiance Financial

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

Historical chart of Affiance Financial 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 Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 190k 62.32
2024-06-30 $11M 194k 58.52
2024-03-31 $12M 196k 60.74
2023-12-31 $15M 54k 277.15
2023-09-30 $16M 63k 249.35
2023-06-30 $17M 63k 261.48
2023-03-31 $16M 63k 250.16
2022-12-31 $15M 61k 241.89
2022-09-30 $14M 62k 219.27
2022-06-30 $14M 63k 226.24
2022-03-31 $24M 90k 268.34
2021-12-31 $27M 96k 283.08
2021-09-30 $25M 97k 263.07
2021-06-30 $26M 98k 268.72
2021-03-31 $26M 100k 260.28
2020-12-31 $25M 107k 229.83
2020-09-30 $21M 111k 185.31
2020-06-30 $33M 184k 177.82
2020-03-31 $26M 179k 143.86
2019-12-31 $34M 165k 205.82
2019-09-30 $31M 163k 193.23
2019-06-30 $32M 163k 194.26
2019-03-31 $30M 159k 189.40
2018-12-31 $28M 171k 166.06
2018-09-30 $35M 172k 201.29
2018-06-30 $26M 132k 194.78
2018-03-31 $23M 122k 187.57
2017-12-31 $23M 121k 189.78
2017-09-30 $21M 115k 178.90
2017-06-30 $20M 116k 173.95
2017-03-31 $20M 117k 171.22
2016-12-31 $19M 113k 165.34
2016-09-30 $17M 108k 154.71
2016-06-30 $15M 99k 149.39
2016-03-31 $9.3M 64k 144.19
2015-12-31 $7.4M 53k 139.32
2015-09-30 $5.0M 37k 136.60
2015-06-30 $3.0M 20k 149.97

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)

View all positions for Affiance Financial

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
Raymond James & Associates
Envestnet Asset Management
Royal Bank of Canada
BlackRock
Pnc Financial Services
Goldman Sachs Group
Mariner Wealth Advisors
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index