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iShares S&P MidCap 400 Index shares owned by Coastline Complete Wealth

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

Historical chart of Coastline Complete Wealth 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 Coastline Complete Wealth 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 Coastline Complete Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $634k 9.6k 66.00

More positions owned by Coastline Complete Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Coastline Complete Wealth

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

View all funds holding iShares S&P MidCap 400 Index