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iShares S&P MidCap 400 Index shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial 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 Northwest Financial 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 Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31k 502 62.37
2024-06-30 $655k 11k 58.52
2024-03-31 $679k 11k 60.74
2023-12-31 $375k 1.4k 277.19

More positions owned by Northwest Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Lpl Financial Holdings (LPLA)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Actively Managed Exc Total Return (GTO)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Northwest Financial Advisors

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
FMR
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index