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

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

Historical chart of Bellars Harris 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 Bellars Harris 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 Bellars Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.2M 93k 77.11

More positions owned by Bellars Harris Wealth Management

Caterpillar (CAT)
Innovator Defined Wealth Shld Etf Defined Wlt Shld (BALT)
Cisco Systems (CSCO)
JPMorgan Chase & Co. (JPM)
Johnson Controls Internation SHS (JCI)
Welltower Inc Com reit (WELL)
Williams Companies (WMB)
American Electric Power Company (AEP)
Bank of New York Mellon Corporation (BNY)
Merck & Co (MRK)
NiSource (NI)
Broadcom (AVGO)
Cummins (CMI)
Loews Corporation (L)
Duke Energy Corporation Com New (DUK)

View all positions for Bellars Harris 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
FMR
Goldman Sachs Group
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index