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BlueChip Wealth Advisors »

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
2025-09-30	$9.0M	138k	65.26
2025-06-30	$8.4M	136k	62.02
2025-03-31	$8.1M	139k	58.35
2024-12-31	$9.2M	148k	62.31
2024-09-30	$9.1M	146k	62.32
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)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Ishares Tr Core S&p Mcp Etf (IJH)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded SHS (FDL)

Ishares Tr Core S&p500 Etf (IVV)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Capital Group Growth Etf Shs Creation Uni (CGGR)

AFLAC Incorporated (AFL)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Home Depot (HD)

Spdr Gold Tr Gold Shs (GLD)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Apple (AAPL)

View all positions for BlueChip Wealth Advisors

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

Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index

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