Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

SMART Wealth »

iShares S&P MidCap 400 Index shares owned by SMART Wealth

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

Historical chart of SMART Wealth 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 SMART Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by SMART Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$220k	3.4k	65.26
2025-06-30	$233k	3.8k	62.02
2025-03-31	$210k	3.6k	58.34
2024-12-31	$244k	3.9k	62.31

More positions owned by SMART Wealth

NVIDIA Corporation (NVDA)

Tidal Trust Ii Nicholas Fixed (FIAX)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Innovator Etfs Trust Innovator Us Eq (EALT)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)

First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)

First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)

View all positions for SMART Wealth

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company

Bank of New York Mellon

Wells Fargo & Company

Raymond James Financial

Envestnet Asset Management

Goldman Sachs Group

Royal Bank of Canada

Jpmorgan Chase & Co

Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z