Paul John Balson »

iShares S&P MidCap 400 Index shares owned by Paul John Balson

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Paul John Balson from 13F filings

Historical chart of Paul John Balson 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 Paul John Balson 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 Paul John Balson

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.9M 8.4k 229.87
2020-09-30 $1.5M 8.3k 185.29
2020-06-30 $1.5M 8.3k 177.82
2020-03-31 $1.0M 7.3k 143.82

More positions owned by Paul John Balson

Apple (AAPL)
Tesla Motors (TSLA)
Invesco Qqq Trust Etf Nasdaq 100 Etf (QQQ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr S&p 500 Etf (SPY)
Microsoft Corporation (MSFT)
Mongo Db Cl A (MDB)
Spdr Dow Jones Indl Avrg Etf Dow Jones 30 Etf (DIA)
Twilio Cl A (TWLO)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Russell Mid Cap Etf Rus Mid Cap Etf (IWR)
Ark Etf Trust Innovation Etf (ARKK)
Ishares Russell 2000 Etf Rus 2000 Etf (IWM)

View all positions for Paul John Balson

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
Raymond James & Associates
Envestnet Asset Management
UBS Group
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index