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iShares S&P MidCap 400 Index shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement investment in iShares S&P MidCap 400 Index

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All positions including iShares S&P MidCap 400 Index held by Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $912k 15k 62.32
2024-06-30 $854k 15k 58.52
2024-03-31 $891k 15k 60.74
2023-12-31 $814k 2.9k 277.15

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

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
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index