Brewin Dolphin Wealth Management »

iShares S&P MidCap 400 Index shares owned by Brewin Dolphin Wealth Management

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

Historical chart of Brewin Dolphin 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 Brewin Dolphin Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Brewin Dolphin Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $129k 490 263.07
2021-06-30 $132k 490 268.73
2020-09-30 $87k 468 185.31
2020-06-30 $83k 468 177.82

More positions owned by Brewin Dolphin Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
Visa Com Cl A (V)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Blackstone Group Inc Com Cl A (BX)
Paypal Holdings (PYPL)
Dole Ord Shs (DOLE)

View all positions for Brewin Dolphin 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
LPL Financial
Jpmorgan Chase & Co
Raymond James & Associates
Envestnet Asset Management
UBS Group
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index