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iShares S&P MidCap 400 Index shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.3M 52k 64.10

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View all positions for Essential Planning

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
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index