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iShares S&P MidCap 400 Index shares owned by Savvy Advisors

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

Historical chart of Savvy 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 Savvy 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 18k 62.31
2024-09-30 $976k 16k 62.32
2024-06-30 $1.2M 21k 58.52
2024-03-31 $733k 12k 60.74
2023-12-31 $213k 768 277.15

More positions owned by Savvy Advisors

NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spinnaker Etf Series Uva Unconstraind (FFIU)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Eafe Grwth Etf (EFG)
Procter & Gamble Company (PG)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Savvy 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
FMR
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index