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iShares S&P MidCap 400 Index shares owned by Mattern Wealth Management

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

Historical chart of Mattern Wealth Management 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 Mattern Wealth Management 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 Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 3.1k 65.26
2020-03-31 $621k 4.3k 143.88
2019-12-31 $2.5M 12k 205.83

More positions owned by Mattern Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Mattern Wealth Management

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