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iShares S&P MidCap 400 Index shares owned by Meridian Wealth Advisors

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

Historical chart of Meridian Wealth 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 Meridian Wealth 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 Meridian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $545k 8.3k 65.26
2020-12-31 $92k 445 206.74
2018-12-31 $51k 305 167.21

More positions owned by Meridian Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Atlas Energy Solutions Com New (AESI)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)

View all positions for Meridian Wealth Advisors

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