Tanglewood Legacy Advisors »

iShares S&P MidCap 400 Index shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $164k 2.6k 62.32
2024-06-30 $154k 2.6k 58.52
2024-03-31 $160k 2.6k 60.74

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (DAPR)
Apple Common Stock (AAPL)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

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
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors
First Command Advisory Services
Keybank National Association

View all funds holding iShares S&P MidCap 400 Index