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

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

Historical chart of JFG 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 JFG 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 JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 4.9k 62.32
2024-06-30 $289k 4.9k 58.52
2022-12-31 $238k 985 241.89
2022-09-30 $215k 985 218.27
2022-06-30 $222k 985 225.38
2022-03-31 $270k 1.0k 268.66

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Em Mkt Sm-cp Etf (EEMS)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)

View all positions for JFG 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