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iShares S&P MidCap 400 Index shares owned by Verum Partners

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

Historical chart of Verum 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 Verum 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 Verum Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 4.3k 62.33
2024-06-30 $249k 4.3k 58.52
2024-03-31 $362k 6.0k 60.74
2023-12-31 $337k 1.2k 277.05
2023-09-30 $449k 1.8k 249.36

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Coca-Cola Company (KO)

View all positions for Verum Partners

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