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iShares S&P MidCap 400 Index shares owned by Novak & Powell Financial Services

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

Historical chart of Novak & Powell Financial Services 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 Novak & Powell Financial Services 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 Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 8.5k 276.26

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Bd Index Short Term Short Trm Bond (BSV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Ishares Core S&p Mid-cap Etf Core S&p (IJH)
Ishares Core S&p Small-cap Etf Core S&p (IJR)

View all positions for Novak & Powell Financial Services

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index