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iShares S&P MidCap 400 Index shares owned by Graetz Wealth

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

Historical chart of Graetz 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 Graetz 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 Graetz Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $668k 9.9k 67.53

More positions owned by Graetz Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (CWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (JNK)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Graetz Wealth

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
Northern Trust
UBS Group
First Command Advisory Services
Pnc Financial Services
Mariner Wealth Advisors
Acorns Advisers

View all funds holding iShares S&P MidCap 400 Index