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

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

Historical chart of Heartwood 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 Heartwood 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 Heartwood Wealth Management

Quarter filed Position value Share count Share price at filing
2016-09-30 $700k 4.5k 154.80
2016-06-30 $676k 4.5k 149.49
2016-03-31 $652k 4.5k 144.18
2015-12-31 $630k 4.5k 139.32

More positions owned by Heartwood Wealth Management

Vanguard Mega Cap 300 Value Index ETF (MGV)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P NA Tec.-SW. Idx. Fund (IGV)
Vanguard Large-Cap ETF (VV)
iShares S&P 500 Index (IVV)
Mondelez Int (MDLZ)
iShares S&P MidCap 400 Index (IJH)
Kraft Heinz (KHC)
iShares Russell 2000 Index (IWM)
Planet Payment
Syngenta
Exxon Mobil Corporation (XOM)
Verizon Communications (VZ)
Oracle Corporation (ORCL)
Wells Fargo & Company (WFC)

View all positions for Heartwood Wealth Management

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
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index