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iShares S&P MidCap 400 Index shares owned by Wela Strategies

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

Historical chart of Wela Strategies 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 Wela Strategies 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 Wela Strategies

Quarter filed Position value Share count Share price at filing
2017-06-30 $5.8M 33k 173.95

More positions owned by Wela Strategies

iShares S&P 500 Index (IVV)
iShares MSCI EAFE Index Fund (EFA)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Spdr Short-term High Yield mf (SJNK)
Vanguard Short-Term Bond ETF (BSV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
iShares S&P MidCap 400 Index (IJH)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Bond Market ETF (BND)
Vanguard Emerging Markets ETF (VWO)
SPDR S&P Dividend (SDY)
Ubs Ag Jersey Brh Alerian Infrst
Technology SPDR (XLK)
Financial Select Sector SPDR (XLF)
Energy Select Sector SPDR (XLE)

View all positions for Wela Strategies

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
Raymond James & Associates
Envestnet Asset Management
UBS Group
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index