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iShares S&P MidCap 400 Index shares owned by Successful Portfolios

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

Historical chart of Successful Portfolios 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 Successful Portfolios 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 Successful Portfolios

Quarter filed Position value Share count Share price at filing
2024-12-31 $346k 5.6k 62.31
2024-09-30 $338k 5.4k 62.32
2024-06-30 $312k 5.3k 58.52
2024-03-31 $349k 5.7k 60.74
2023-12-31 $277k 999 277.15

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View all positions for Successful Portfolios

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
LPL Financial
Jpmorgan Chase & Co
Raymond James & Associates
Envestnet Asset Management
UBS Group
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index