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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
2024-12-31 $411k 6.6k 62.31
2024-09-30 $910k 15k 62.32

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Gilead Sciences (GILD)
Abbvie (ABBV)
International Business Machines (IBM)
Merck & Co (MRK)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Lifeworks Advisors

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
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index