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iShares S&P MidCap 400 Index shares owned by Market Street Wealth Management Advisors

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

Historical chart of Market Street Wealth Management 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 Market Street Wealth Management 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 Market Street Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $348k 5.7k 60.74
2023-12-31 $440k 1.6k 277.18
2023-09-30 $4.7M 19k 249.36

More positions owned by Market Street Wealth Management Advisors

Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Market Street Wealth Management Advisors

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index