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

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

Historical chart of Koa 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 Koa 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 Koa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 3.8k 66.00

More positions owned by Koa Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Halozyme Therapeutics (HALO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Danaher Corporation (DHR)
Newmont Mining Corporation (NEM)
Amazon (AMZN)
American Tower Reit (AMT)
Blackstone Group Inc Com Cl A (BX)
Fair Isaac Corporation (FICO)
Visa Com Cl A (V)
Philip Morris International (PM)
Barrick Mng Corp Com Shs (B)

View all positions for Koa Wealth Management

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