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iShares S&P MidCap 400 Index shares owned by Marble Wealth

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

Historical chart of Marble 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 Marble 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 Marble Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 38k 66.00

More positions owned by Marble Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Marble 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
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index