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iShares S&P MidCap 400 Index shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip Wealth Advisors 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 BlueChip Wealth Advisors 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 BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.3M 142k 58.52
2024-03-31 $8.7M 143k 60.74
2023-12-31 $8.7M 31k 277.14

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Value Line Divid In SHS (FVD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for BlueChip Wealth Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
Royal Bank of Canada
BlackRock
Pnc Financial Services
Goldman Sachs Group
Mariner Wealth Advisors
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index