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

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

Historical chart of Aries Wealth Management 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 Aries 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 Aries Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $441k 7.1k 62.32
2024-06-30 $210k 3.6k 58.52
2024-03-31 $218k 3.6k 60.74
2022-03-31 $7.9M 29k 268.35
2021-12-31 $203k 717 283.12

More positions owned by Aries Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Amazon (AMZN)
Caterpillar (CAT)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Aries Wealth Management

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

View all funds holding iShares S&P MidCap 400 Index