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

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

Historical chart of Naviter 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 Naviter 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 Naviter Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $321k 5.1k 62.32
2024-06-30 $301k 5.1k 58.52

More positions owned by Naviter Wealth

Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Alps Etf Tr Alerian Mlp (AMLP)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Ares Capital Corporation (ARCC)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Tidewater (TDW)
Prologis (PLD)

View all positions for Naviter Wealth

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index