Alpha Financial Partners »

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

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

Historical chart of Alpha Financial Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 19k 277.15
2023-09-30 $2.9M 12k 249.34
2023-06-30 $2.6M 10k 261.48
2023-03-31 $3.1M 13k 250.16
2022-12-31 $3.3M 14k 241.89

More positions owned by Alpha Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core High Dv Etf (HDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Quanta Services (PWR)

View all positions for Alpha Financial Partners

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
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index