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

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

Historical chart of Global 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 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 106k 65.26
2025-06-30 $6.8M 106k 63.64
2025-03-31 $6.7M 114k 58.35
2024-12-31 $7.3M 118k 62.31
2024-09-30 $7.2M 116k 62.32

More positions owned by Global Wealth Management

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Inf Tech Etf (VGT)
Johnson & Johnson (JNJ)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Global 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