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

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

Historical chart of Primoris 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 Primoris 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 Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $729k 12k 62.32
2024-06-30 $684k 12k 58.52
2024-03-31 $710k 12k 60.74
2023-12-31 $648k 2.3k 277.15

More positions owned by Primoris Wealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci India Sm Cp (SMIN)
Nextera Energy (NEE)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Msci Utils Index (FUTY)
Lam Research Corporation (LRCX)

View all positions for Primoris Wealth Advisors

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