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iShares S&P MidCap 400 Index shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $897k 14k 65.26
2025-06-30 $849k 14k 61.98
2025-03-31 $797k 14k 58.37
2024-12-31 $851k 14k 62.32
2024-09-30 $865k 14k 62.29

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
RBB Us Treas 3 Mnth (TBIL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Palo Alto Networks (PANW)
Apple (AAPL)
First Tr Exchange-traded SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Indls Prod Dur (FXR)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Proactive Wealth Strategies

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index