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iShares S&P MidCap 400 Index shares owned by Bright Financial Advisors

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

Historical chart of Bright Financial 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 Bright Financial 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 Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 150k 133.34

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Globl Allo Etf (GAL)
SYSCO Corporation (SYY)
Ishares Tr Tips Bd Etf (TIP)
Essex Property Trust (ESS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Blackrock Ultra (ICSH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Bright Financial 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
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index