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

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

Historical chart of Global Trust 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 Global Trust 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 Global Trust Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0M 91k 66.00

More positions owned by Global Trust Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Wec Energy Group (WEC)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Global Trust 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
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index