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iShares S&P MidCap 400 Index shares owned by Spectrum Asset Management

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

Historical chart of Spectrum Asset Management 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 Spectrum Asset Management 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 Spectrum Asset Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $521k 8.9k 58.35
2024-12-31 $2.6M 42k 62.31
2024-09-30 $2.5M 41k 62.32
2024-06-30 $2.4M 41k 58.52
2024-03-31 $2.5M 40k 60.74

More positions owned by Spectrum Asset Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
Oracle Corporation (ORCL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Alphabet Cap Stk Cl C (GOOG)
Charles Schwab Corporation (SCHW)

View all positions for Spectrum Asset Management

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