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iShares S&P MidCap 400 Index shares owned by Mallini Complete Financial Planning

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

Historical chart of Mallini Complete Financial Planning 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 Mallini Complete Financial Planning 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 Mallini Complete Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 2.8k 77.13
2024-12-31 $209k 3.4k 62.31

More positions owned by Mallini Complete Financial Planning

Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Core Bond Etf Etf (VCRB)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Usa Compression Partners Lp Com Unit Ltdpar Stock (USAC)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard S&p 500 Etf Etf (Principal) (VOO)
Vanguard Esg International Stock Etf Etf (VSGX)
Apple Stock (Principal) (AAPL)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Msci Usa Momentum Factor Etf Etf (Principal) (MTUM)
Ares Capital Corp Cef (ARCC)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

View all positions for Mallini Complete Financial Planning

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
Goldman Sachs Group
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index