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iShares S&P MidCap 400 Index shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 582k 62.32
2024-06-30 $35M 591k 58.52
2024-03-31 $36M 600k 60.74
2023-09-30 $30M 121k 249.35
2023-06-30 $32M 121k 261.48
2023-03-31 $30M 122k 250.16
2022-12-31 $30M 124k 241.89
2022-09-30 $28M 127k 219.26
2022-06-30 $29M 127k 226.23
2022-03-31 $34M 126k 268.34
2021-12-31 $36M 127k 283.08
2021-09-30 $34M 128k 263.07
2021-06-30 $34M 125k 268.73
2021-03-31 $24M 91k 259.70
2020-12-31 $21M 92k 229.83
2020-09-30 $17M 92k 185.31
2020-06-30 $17M 96k 177.82
2020-03-31 $15M 102k 143.86
2019-12-31 $21M 102k 205.83
2019-09-30 $20M 103k 193.23
2019-06-30 $20M 105k 194.26
2019-03-31 $20M 105k 189.40
2018-12-31 $17M 104k 166.05
2018-09-30 $20M 100k 201.28
2018-06-30 $20M 100k 194.78
2018-03-31 $18M 96k 187.57
2017-12-31 $18M 96k 189.78
2017-09-30 $18M 98k 178.90
2017-06-30 $17M 98k 173.95
2017-03-31 $17M 97k 171.22
2016-12-31 $16M 96k 165.35
2016-09-30 $15M 99k 154.71
2016-06-30 $15M 101k 149.39
2016-03-31 $15M 104k 144.18
2015-12-31 $14M 101k 139.32
2015-09-30 $14M 101k 136.61
2015-06-30 $15M 100k 149.98
2015-03-31 $15M 101k 151.98
2014-12-31 $15M 103k 144.80

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
Royal Bank of Canada
BlackRock
Pnc Financial Services
Goldman Sachs Group
Mariner Wealth Advisors
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index