Wallace Advisory Group »

iShares S&P MidCap 400 Index shares owned by Wallace Advisory Group

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

Historical chart of Wallace Advisory Group 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 Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $586k 2.1k 277.15
2023-12-31 $528k 2.1k 249.67
2023-09-30 $562k 2.1k 261.82
2023-06-30 $261k 1.0k 250.44
2023-03-31 $261k 1.0k 250.44
2022-12-31 $252k 1.0k 242.11

More positions owned by Wallace Advisory Group

Merck & Co (MRK)
Chevron Corporation (CVX)
Amazon (AMZN)
Cigna Corp (CI)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl A (GOOGL)
Adobe Systems Incorporated (ADBE)
Ishares Tr Msci China Etf (MCHI)

View all positions for Wallace Advisory Group

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index