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

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

Historical chart of Aquire 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 Aquire 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 Aquire Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 2.7k 77.11
2021-12-31 $1.0k 5 200.00

More positions owned by Aquire Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust St Inter Bd Etf (SPIB)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Series Trust St Str Tips Etf (SPIP)
Spdr Series Trust St Str Nuvee Etf (TFI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)

View all positions for Aquire Wealth Advisors

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
Raymond James Financial
Envestnet Asset Management
Morgan Stanley
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Index