Fingerlakes Wealth Management »

iShares S&P MidCap 400 Index shares owned by Fingerlakes Wealth Management

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

Historical chart of Fingerlakes Wealth Management 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 Fingerlakes Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Fingerlakes Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 5.2k 65.26
2025-06-30 $314k 5.1k 62.02
2025-03-31 $297k 5.1k 58.35
2024-12-31 $246k 3.9k 62.31
2024-09-30 $247k 4.0k 62.32
2024-03-31 $239k 3.9k 60.73

More positions owned by Fingerlakes Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Fingerlakes Wealth Management

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