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iShares S&P MidCap 400 Index shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 62k 62.32
2024-06-30 $3.9M 68k 57.97
2024-03-31 $5.6M 94k 59.85
2023-12-31 $9.5M 34k 277.15

More positions owned by Balanced Wealth Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Balanced Wealth Group

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