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iShares S&P MidCap 400 Index shares owned by SBK Financial

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

Historical chart of SBK Financial 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 SBK Financial 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 SBK Financial

Quarter filed Position value Share count Share price at filing
2022-12-31 $243k 1.0k 241.99
2022-09-30 $219k 1.0k 218.78
2022-06-30 $226k 1.0k 225.77
2022-03-31 $347k 1.3k 268.16
2021-12-31 $366k 1.3k 283.28

More positions owned by SBK Financial

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Cre U S Reit Etf (USRT)
Lowe's Companies (LOW)
Nike CL B (NKE)
Johnson & Johnson (JNJ)
Exxon Mobil Corporation (XOM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
Walt Disney Company (DIS)
Coca-Cola Company (KO)
Danaher Corporation (DHR)
Vanguard Index Fds Mid Cap Etf (VO)
Visa Com Cl A (V)

View all positions for SBK Financial

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
Raymond James & Associates
Envestnet Asset Management
UBS Group
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index