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iShares S&P MidCap 400 Index shares owned by Wealth Group

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

Historical chart of Wealth Group investment in iShares S&P MidCap 400 Index

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 20252.8M3M3.2M10k20k30k40k50k
Value ($)Share countHistorical IJH position of Wealth Group Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.7M 47k 58.35
2024-12-31 $3.1M 50k 62.31
2024-09-30 $3.3M 52k 62.32
2024-06-30 $3.1M 53k 58.52
2024-03-31 $3.1M 53k 59.81
2023-12-31 $3.1M 11k 274.23

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
Ishares Msci Usa Qlt Fct (QUAL)
Pacer Us Cash Cows 100 (COWZ)
Vanguard S&p 500 Etf Shs (VOO)
Vanguard Inf Tech Etf (VGT)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Ishares Core Div Grwth (DGRO)
Vanguard Extend Mkt Etf (VXF)
Pacer Pacer Us Small (CALF)
JP Morgan Betabuilders US Equity (BBUS)
Schwab Us Brd Mkt Etf (SCHB)
Invesco S&p500 Pur Gwt (RPG)
Invesco Unit Ser 1 (QQQ)
Proshares S&p 500 Dv Arist (NOBL)
Schwab Us Mid-cap Etf (SCHM)

View all positions for Wealth Group

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
FMR
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index