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iShares S&P MidCap 400 Index shares owned by Tulsa Wealth Advisors

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

Historical chart of Tulsa Wealth 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 Tulsa Wealth Advisors 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 Tulsa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 3.5k 67.53

More positions owned by Tulsa Wealth Advisors

Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA)
Broadcom (AVGO)
Apple (AAPL)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Eaton Corporation SHS (ETN)

View all positions for Tulsa Wealth 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
FMR
Goldman Sachs Group
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index