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

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

Historical chart of Lake Hills 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 Lake Hills 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 Lake Hills Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $205k 3.3k 62.30
2024-09-30 $240k 3.8k 62.31

More positions owned by Lake Hills Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr China Lg-cap Etf (FXI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Select Sector Spdr Tr Energy (XLE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Med Dvc Etf (IHI)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Lake Hills 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
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