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iShares S&P MidCap 400 Index shares owned by Global Financial Private Client

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

Historical chart of Global Financial Private Client 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 Global Financial Private Client 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 Global Financial Private Client

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 3.3k 60.37
2023-12-31 $83k 301 277.15
2023-09-30 $108k 440 246.10
2023-06-30 $87k 330 262.23

More positions owned by Global Financial Private Client

Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Growth Etf Etf (VUG)
Vanguard Russell 2000 Etf Etf (VTWO)
Chevron Corp Stock (CVX)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core S&p 500 Etf Etf (IVV)
Merck & Co Stock (MRK)
Exxon Mobil Corp Stock (XOM)

View all positions for Global Financial Private Client

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index