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

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

Historical chart of Spectrum Wealth Counsel 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 Counsel 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 Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $116k 1.9k 60.74
2023-12-31 $106k 383 277.15

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
TJX Companies (TJX)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)

View all positions for Spectrum Wealth Counsel

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index