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iShares S&P MidCap 400 Index shares owned by APCM Wealth Management for Individuals

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by APCM Wealth Management for Individuals from 13F filings

Historical chart of APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2025-09-30 $75M 1.1M 65.26
2025-06-30 $73M 1.2M 62.02
2025-03-31 $61M 1.0M 58.35
2024-12-31 $60M 965k 62.31
2024-09-30 $57M 907k 62.32
2024-06-30 $55M 932k 58.52
2024-03-31 $59M 971k 60.74
2023-12-31 $49M 176k 277.15
2023-09-30 $52M 209k 249.35
2023-06-30 $53M 204k 261.48
2023-03-31 $52M 207k 250.16
2022-12-31 $51M 211k 241.89
2022-09-30 $46M 209k 219.26
2022-06-30 $48M 211k 226.23
2022-03-31 $56M 207k 268.34
2021-12-31 $57M 201k 283.08
2021-09-30 $51M 195k 263.07
2021-06-30 $52M 195k 268.73
2021-03-31 $51M 198k 260.28
2020-12-31 $45M 195k 229.83
2020-09-30 $34M 182k 185.31
2020-06-30 $31M 172k 177.82
2020-03-31 $23M 161k 143.86
2019-12-31 $55M 265k 205.82
2019-09-30 $93M 481k 193.23
2019-06-30 $87M 459k 189.40
2019-03-31 $87M 459k 189.40
2018-12-31 $21M 126k 166.06
2018-09-30 $24M 119k 201.28
2018-06-30 $22M 113k 194.78
2018-03-31 $20M 107k 187.56
2017-12-31 $22M 117k 189.78

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Stoxx Globr Inf (NFRA)
Ishares Tr Core Msci Eafe (IEFA)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Nuveen Ice Short (SHM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abrdn Etfs Bbrg All Commdy (BCD)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for APCM Wealth Management for Individuals

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
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index