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

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

Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $121M 1.9M 62.32
2024-06-30 $109M 1.9M 58.52
2024-03-31 $110M 1.8M 60.74
2023-12-31 $98M 353k 277.15
2023-09-30 $85M 340k 249.35
2023-06-30 $85M 326k 261.48
2023-03-31 $78M 310k 250.16
2022-12-31 $70M 289k 241.89
2022-09-30 $60M 273k 219.26
2022-06-30 $62M 272k 226.23
2022-03-31 $69M 256k 268.34
2021-12-31 $67M 236k 283.08
2021-09-30 $60M 229k 263.07
2021-06-30 $58M 216k 268.73
2021-03-31 $60M 548k 108.49
2020-12-31 $47M 205k 229.83
2020-09-30 $36M 196k 185.31
2020-06-30 $30M 170k 177.82
2020-03-31 $21M 148k 143.86
2019-12-31 $44M 211k 205.82
2019-09-30 $39M 200k 193.23
2019-06-30 $37M 190k 194.26
2019-03-31 $35M 182k 189.40
2018-12-31 $29M 174k 166.06
2018-09-30 $34M 170k 199.76
2018-06-30 $33M 170k 194.86
2018-03-31 $30M 165k 183.17
2017-12-31 $30M 156k 194.18
2017-09-30 $28M 154k 180.73
2017-06-30 $26M 149k 173.75
2017-03-31 $23M 139k 168.77
2016-12-31 $23M 136k 168.07
2016-09-30 $20M 129k 152.87

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

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
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index