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iShares S&P MidCap 400 Index shares owned by Valued Retirements

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

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2024-09-30 $572k 9.2k 62.32
2024-06-30 $521k 8.9k 58.52

More positions owned by Valued Retirements

Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Exxon Mobil Corporation (XOM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Em Mkt Sm-cp Etf (EEMS)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Med Dvc Etf (IHI)

View all positions for Valued Retirements

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