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

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

Historical chart of Circle 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 Circle 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 Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $252M 4.3M 58.52
2024-03-31 $261M 4.3M 60.74
2023-12-31 $238M 860k 277.15
2023-09-30 $215M 863k 249.35
2020-03-31 $346k 2.4k 143.75

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Nike CL B (NKE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

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
Envestnet Asset Management
Royal Bank of Canada
UBS Group
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index