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Philip James Wealth Mangement »

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

Tip: Access up to 7 years of quarterly data

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
2024-03-31	$891k	15k	60.74
2023-12-31	$814k	2.9k	277.15

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Ishares Tr Msci Acwi Ex Us (ACWX)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Ishares Tr Core Div Grwth (DGRO)

Vanguard Index Fds Total Stk Mkt (VTI)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)

Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

Listed Fd Tr Horizon Kinetics (INFL)

Invesco Actively Managed Etf S&p500 Downsid (PHDG)

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

First Tr Exchange-traded Senior Ln Fd (FTSL)

Listed Fd Tr Core Alt Fd (CCOR)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

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

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

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