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iShares S&P MidCap 400 Index shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning 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 Vertex Planning 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $255k 918 277.27
2023-09-30 $345k 1.4k 249.32

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding iShares S&P MidCap 400 Index

Raymond James & Associates
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust
Pnc Financial Services
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index