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iShares S&P MidCap 400 Index shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 4.6k 65.26
2025-06-30 $303k 4.9k 62.01
2025-03-31 $440k 7.5k 58.35
2024-12-31 $411k 6.6k 62.31
2024-09-30 $910k 15k 62.32

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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Abbvie (ABBV)
Spdr Gold Tr Gold Shs (GLD)
Seagate Technology Hldngs Pl Ord Shs (STX)
Apple (AAPL)
Johnson & Johnson (JNJ)

View all positions for Lifeworks 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
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index