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

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

Historical chart of BCS Private 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 BCS Private 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 BCS Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 22k 65.26

More positions owned by BCS Private Wealth Management

2023 Etf Series Trust Eagle Capital Se (EAGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Oscar Health Cl A (OSCR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Newmont Mining Corporation (NEM)
Alphabet Cap Stk Cl A (GOOGL)
Thermo Fisher Scientific (TMO)
Waste Management (WM)
Kinder Morgan (KMI)

View all positions for BCS Private 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
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index