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iShares S&P MidCap 400 Index shares owned by Symphony Financial Services

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

Historical chart of Symphony Financial Services 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 Symphony Financial Services 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 Symphony Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 6.7k 44.23
2024-06-30 $208k 3.6k 58.08

More positions owned by Symphony Financial Services

Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Visa Com Cl A (V)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)

View all positions for Symphony Financial Services

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
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index