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iShares S&P MidCap 400 Index shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory 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 Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $621k 9.4k 66.00
2024-03-31 $265k 4.4k 60.75
2023-12-31 $208k 752 277.15
2023-03-31 $232k 927 250.16
2022-12-31 $282k 1.2k 241.89

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Affiliated Managers (AMG)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTM)
Apple (AAPL)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Delap Wealth Advisory

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