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iShares S&P MidCap 400 Index shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 5.4k 66.00
2025-09-30 $319k 4.9k 65.26
2025-06-30 $282k 4.5k 62.03
2025-03-31 $236k 4.0k 58.35
2024-12-31 $259k 4.2k 62.31
2024-09-30 $233k 3.7k 62.33

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Core Msci Emkt (IEMG)

View all positions for Sequent Planning

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
Envestnet Asset Management
LPL Financial
Goldman Sachs Group
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
First Command Advisory Services
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index