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

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

Historical chart of Curry Webb 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 Curry Webb 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 Curry Webb Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.3M 109k 67.53
2025-12-31 $5.6M 85k 66.00

More positions owned by Curry Webb Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Invesco Actively Managed Exc Total Return (GTO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)

View all positions for Curry Webb 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
FMR
Goldman Sachs Group
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index