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iShares S&P MidCap 400 Index shares owned by Arcadia Wealth Management

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

Historical chart of Arcadia Wealth Management investment in iShares S&P MidCap 400 Index

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 20252.5M3M3.5M4M40k50k60k
Value ($)Share countHistorical IJH position of Arcadia Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P MidCap 400 Index held by Arcadia Wealth Management 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 Arcadia Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 62k 62.31
2024-09-30 $2.5M 41k 62.24
2024-06-30 $2.3M 39k 58.52

More positions owned by Arcadia Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Arcadia Wealth Management

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
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index