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iShares S&P MidCap 400 Index shares owned by Equity Wealth Partners

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

Historical chart of Equity Wealth Partners 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 Equity Wealth Partners 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 Equity Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 4.1k 65.25

More positions owned by Equity Wealth Partners

Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Select Sector Spdr Tr Technology (XLK)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equity Wealth Partners

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