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

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

Historical chart of Centricity 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 Centricity Wealth Management 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $732k 12k 62.02
2025-03-31 $687k 12k 58.35
2024-12-31 $725k 12k 62.31

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

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
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index