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

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

Historical chart of Gentry 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 Gentry 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 Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 2.8k 77.11

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Nyse Tech (XNTK)
Spdr Series Trust St Inter Bd Etf (SPIB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
Listed Fds Tr Spear Alpha Etf (SPRX)
Ishares Core Msci Emkt (IEMG)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Gentry 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
FMR
Goldman Sachs Group
Raymond James Financial
Envestnet Asset Management
Morgan Stanley
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Index