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iShares S&P MidCap 400 Index shares owned by American Wealth Advisors

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

Historical chart of American Wealth 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 American Wealth Advisors 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 American Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 24k 66.00

More positions owned by American Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr North Amern Nat (IGE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for American Wealth Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Envestnet Asset Management
LPL Financial
Goldman Sachs Group
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index