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iShares S&P MidCap 400 Index shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies 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 Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $62k 950 65.26
2025-06-30 $59k 950 62.02
2025-03-31 $55k 950 58.35
2024-09-30 $59k 950 62.11
2024-06-30 $56k 950 58.95
2024-03-31 $58k 950 61.05

More positions owned by Dynamic Wealth Strategies

Ishares Tr Xpnd Tec Sc Etf (IGM)
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)
Vanguard Index Fds Alue Etf (VTV)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T &p500 Quality (SPHQ)
Ishares Tr Sci Eafe Etf (EFA)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Ishares Tr Afe Value Etf (EFV)
Ishares Sci Jpn Etf New (EWJ)
Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)
Ishares Tr -10 Yr Trsy Bd (IEF)
Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

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