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Spectrum Wealth Advisory Group »

iShares S&P MidCap 400 Index shares owned by Spectrum Wealth Advisory Group

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

Historical chart of Spectrum Wealth Advisory Group 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 Wealth Advisory Group 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 Wealth Advisory Group

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$48k	627	77.10
2020-09-30	$214k	1.2k	184.48
2020-03-31	$241k	1.7k	144.23
2019-12-31	$364k	1.8k	205.65
2019-09-30	$356k	1.8k	193.06
2019-06-30	$361k	1.9k	193.46
2019-03-31	$509k	2.7k	189.36

More positions owned by Spectrum Wealth Advisory Group

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

Columbia Etf Tr I Resh Enhnc Cor (RECS)

Federated Hermes Etf Trust Mdt Large Cap (FLCC)

Mfs Active Exchange Traded F Internatinl Etf (MFSI)

John Hancock Exchange Traded Multi Intl Etf (JHMD)

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Tcw Etf Trust Flexible Income (FLXR)

Apple (AAPL)

Ishares Tr Core S&p Us Gwt (IUSG)

Spdr Series Trust St Inter Etf (SPTI)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

First Tr Exchange Traded Smid Risng Etf (SDVY)

Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Spectrum Wealth Advisory Group

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

Goldman Sachs Group

Raymond James Financial

Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index

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