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iShares S&P MidCap 400 Index shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group 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 Altus Wealth Group 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 Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 2.9k 77.11
2021-03-31 $162k 595 272.27
2020-12-31 $116k 506 229.25

More positions owned by Altus Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Builders FirstSource (BLDR)
Capital Group Dividend Value Shs Creat Unit (CGDV)

View all positions for Altus Wealth Group

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
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index