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

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

Historical chart of Summit Wealth 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 Summit Wealth 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 Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $201k 770 261.04
2023-03-31 $1.0k 193k 0.01
2021-09-30 $203k 770 263.64

More positions owned by Summit Wealth Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Value (VLUE)
Apple (AAPL)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Esg Awre Usd Etf (SUSC)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Summit Wealth Group

Top funds holding iShares S&P MidCap 400 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Pnc Financial Services
Municipal Employees' Retirement System of Michigan
Raymond James & Associates
Goldman Sachs Group
Mariner Wealth Advisors
Alaska Permanent Capital Management
First Command Advisory Services
State Treasurer State Of Michigan
Balyasny Asset Management

View all funds holding iShares S&P MidCap 400 Index