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

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

Historical chart of West Wealth 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 West 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 4.4k 66.01
2025-09-30 $366k 5.6k 65.14
2025-06-30 $263k 4.2k 62.67
2023-09-30 $2.9M 12k 249.35

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Cap Index (MGC)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Calif Mun Bd Etf (CMF)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Us Momentum (JMOM)

View all positions for West Wealth Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Envestnet Asset Management
LPL Financial
Goldman Sachs Group
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
First Command Advisory Services
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index