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iShares S&P MidCap 400 Index shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $205k 3.3k 62.31
2024-06-30 $223k 3.8k 58.52
2024-03-31 $269k 4.4k 60.74

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Specialized Funds Div App Etf (VIG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Exxon Mobil Corporation (XOM)

View all positions for Client 1st Advisory Group

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