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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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 4.0k 62.32
2024-03-31 $239k 3.9k 60.73

More positions owned by Fingerlakes Wealth Management

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Select Sector Spdr Tr Technology (XLK)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Fingerlakes Wealth Management

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