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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
2024-03-31 $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)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Meta Platforms Cl A (META)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Lockheed Martin Corporation (LMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Lam Research Corporation (LRCX)
Clorox Company (CLX)
Ishares Tr Msci India Sm Cp (SMIN)
Microsoft Corporation (MSFT)
Boeing Company (BA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Primoris Wealth Advisors

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
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index