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iShares S&P MidCap 400 Index shares owned by Uniting Wealth Partners

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

Historical chart of Uniting Wealth Partners 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 Uniting Wealth Partners 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 Uniting Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $761k 12k 65.26
2025-06-30 $213k 3.4k 62.02
2025-03-31 $200k 3.4k 58.35
2024-12-31 $214k 3.4k 62.31

More positions owned by Uniting Wealth Partners

Wal-Mart Stores (WMT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Limited Duration (FSIG)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Uniting Wealth Partners

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index