Alpha Financial Advisors »

iShares S&P MidCap 400 Index shares owned by Alpha Financial Advisors

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

Historical chart of Alpha Financial 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 Alpha Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Alpha Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 4.7k 60.74
2023-12-31 $265k 956 277.09

More positions owned by Alpha Financial Advisors

Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Exponential Tech (XT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Alpha Financial Advisors

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
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index