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iShares S&P MidCap 400 Index shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $24k 378 62.32
2024-03-31 $33k 550 60.74
2023-12-31 $31k 110 277.15

More positions owned by Evergreen Private Wealth

Check Point Software Tech Lt Ord (CHKP)
Applied Materials (AMAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Netflix (NFLX)
Thermo Fisher Scientific (TMO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Arista Networks (ANET)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Adobe Systems Incorporated (ADBE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Zoetis Cl A (ZTS)

View all positions for Evergreen Private Wealth

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

View all funds holding iShares S&P MidCap 400 Index