Net Worth Advisory Group »

iShares S&P MidCap 400 Index shares owned by Net Worth Advisory Group

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

Historical chart of Net Worth Advisory Group 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 Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 3.0k 66.01

More positions owned by Net Worth Advisory Group

Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Series Trust Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Net Worth Advisory Group

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
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Northern Trust
UBS Group
First Command Advisory Services
Pnc Financial Services
Mariner Wealth Advisors
Acorns Advisers

View all funds holding iShares S&P MidCap 400 Index