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iShares S&P MidCap 400 Index shares owned by Warner Financial

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

Historical chart of Warner Financial 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 Warner Financial 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 Warner Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $647k 10k 62.29
2024-06-30 $557k 9.5k 58.56
2024-03-31 $569k 9.4k 60.78
2023-12-31 $336k 1.2k 277.46

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Vanguard S&P 500 ETF Etf (VOO)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Vanguard Small Cap Index ETF Etf (VB)
Schwab International Equity ETF Etf (SCHF)
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC)
Financial Select Sector SPDR Fund Etf (XLF)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Total International Stock ETF Etf (VXUS)

View all positions for Warner Financial

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