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

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

Historical chart of HCR 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 HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 31k 66.00
2020-12-31 $14k 60 233.33
2020-09-30 $11k 60 183.33
2020-06-30 $11k 60 183.33
2020-03-31 $9.0k 60 150.00
2019-12-31 $12k 60 200.00

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)
iShares Core S&P 500 ETF Etf (IVV)
Alphabet Common Stock (GOOGL)
Microsoft Common Stock (MSFT)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
iShares Core S&P Small-Cap ETF Etf (IJR)
Meta Platforms Common Stock (META)
Palo Alto Networks Common Stock (PANW)
Amazon.Com Common Stock (AMZN)

View all positions for HCR Wealth Advisors

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
LPL Financial
Goldman Sachs Group
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
First Command Advisory Services
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index