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iShares S&P MidCap 400 Index shares owned by LPWM

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

Historical chart of LPWM 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 LPWM 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 LPWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 21k 65.26
2025-06-30 $886k 14k 62.02
2025-03-31 $623k 11k 58.35
2024-12-31 $229k 3.7k 62.31
2024-09-30 $227k 3.7k 61.68
2024-06-30 $204k 3.5k 58.08

More positions owned by LPWM

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)

View all positions for LPWM

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