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iShares S&P MidCap 400 Index shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 38k 77.11
2023-09-30 $9.2k 37 247.59

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Alphabet Cap Stk Cl A (GOOGL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Visa Com Cl A (V)

View all positions for Buck Wealth Strategies

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