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iShares S&P MidCap 400 Index shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth Advisors 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 Gratus Wealth Advisors 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 Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 4.0k 61.84
2024-06-30 $238k 4.0k 60.25
2024-03-31 $228k 4.0k 56.43
2023-12-31 $344k 1.2k 277.10

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibonds Dec24 Etf
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Nas100 Eq Weighted SHS (QQEW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth Advisors

Top funds holding iShares S&P MidCap 400 Index

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

View all funds holding iShares S&P MidCap 400 Index