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iShares S&P MidCap 400 Index shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management 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 Partnership Wealth Management 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 71k 60.74
2023-12-31 $3.8M 14k 272.34

More positions owned by Partnership Wealth Management

Eli Lilly & Co Stock (LLY)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Hanesbrands Stock (HBI)
Sleep Number Corp Stock (SNBR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Advance Auto Parts Stock (AAP)
Paramount Global Class B Stock (PARA)
Intel Corp Stock (INTC)
Microsoft Corp Stock (MSFT)
Nordstrom Stock (JWN)
Bristol-myers Squibb Stock (BMY)
V F Corp Stock (VFC)
Fresenius Medical Care Adr (FMS)

View all positions for Partnership Wealth Management

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