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iShares S&P MidCap 400 Index shares owned by Mpwm Advisory Solutions

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

Historical chart of Mpwm Advisory Solutions 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 Mpwm Advisory Solutions 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 Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 26k 65.26
2025-06-30 $1.5M 25k 62.02
2025-03-31 $1.5M 26k 58.35
2024-12-31 $306k 4.9k 62.31

More positions owned by Mpwm Advisory Solutions

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPTL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Innovator Equity MF Closed and MF Open (SFLR)
Industrial Select MF Closed and MF Open (XLI)
Dimensional Us MF Closed and MF Open (DFUS)
Ishares Russell MF Closed and MF Open (IWM)
Victoryshares Us MF Closed and MF Open (CDL)
Ishares Msci MF Closed and MF Open (INDA)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
Ishares Treasury MF Closed and MF Open (TFLO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Mpwm Advisory Solutions

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