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iShares S&P MidCap 400 Index shares owned by Pillar Wealth Advisors

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

Historical chart of Pillar Wealth Advisors 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 Pillar Wealth Advisors 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 Pillar Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 9.3k 277.14
2023-09-30 $1.5M 5.8k 249.35
2023-06-30 $1.1M 4.4k 261.48
2023-03-31 $242k 969 250.16

More positions owned by Pillar Wealth Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Pillar Wealth Advisors

Top funds holding iShares S&P MidCap 400 Index

Raymond James & Associates
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust
Pnc Financial Services
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index