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iShares S&P MidCap 400 Index shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth 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 Magnolia Private Wealth 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 Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 3.9k 66.00
2025-09-30 $255k 3.9k 65.26
2025-06-30 $242k 3.9k 62.02
2025-03-31 $228k 3.9k 58.35

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Avantis All Equity Markets Etf Etf (AVGE)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Microsoft Corp Stock (MSFT)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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