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

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

Historical chart of Wealth & Pension Services 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 Wealth & Pension Services 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 & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $994k 5.1k 193.20
2019-06-30 $1.4M 7.1k 194.19
2019-03-31 $1.1M 5.9k 189.33
2018-12-31 $581k 3.5k 166.14
2018-09-30 $1.7M 8.2k 201.34

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index