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

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

Historical chart of Gibbs 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 Gibbs 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 Gibbs Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 4.6k 65.26
2025-06-30 $457k 7.4k 62.02
2025-03-31 $279k 4.8k 58.35
2024-12-31 $323k 5.2k 62.31
2024-09-30 $296k 4.7k 62.32

More positions owned by Gibbs Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Amazon (AMZN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Gibbs 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