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iShares S&P MidCap 400 Index shares owned by Cove Private Wealth

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

Historical chart of Cove Private 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 Cove Private 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 Cove Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 4.1k 65.26
2025-06-30 $257k 4.1k 62.02

More positions owned by Cove Private Wealth

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Mastercard Incorporated Cl A (MA)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Visa Com Cl A (V)

View all positions for Cove Private 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
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index