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iShares S&P MidCap 400 Index shares owned by Alliance Private Wealth

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

Historical chart of Alliance Private Wealth 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 Alliance Private Wealth 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 Alliance Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 182k 67.53

More positions owned by Alliance Private Wealth

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Alliance Private Wealth

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
FMR
Goldman Sachs Group
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index