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iShares S&P MidCap 400 Index shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors 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 Wealthedge Investment Advisors 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $949k 12k 77.11

More positions owned by Wealthedge Investment Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 0-3 Mth Treasury (SGOV)
Select Sector Spdr Tr St Str Care Etf (XLV)

View all positions for Wealthedge Investment Advisors

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

View all funds holding iShares S&P MidCap 400 Index