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iShares S&P MidCap 400 Index shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning 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 Next Level Wealth Planning 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $455k 7.0k 65.26
2025-06-30 $442k 7.1k 62.02
2025-03-31 $627k 11k 58.35
2024-12-31 $669k 11k 62.31

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

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