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

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

Historical chart of Westshore Wealth 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 Westshore Wealth 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 Westshore Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $209k 3.6k 58.52
2024-03-31 $217k 3.6k 60.74
2023-03-31 $341k 1.4k 250.16
2022-12-31 $739k 3.1k 241.89

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Servicenow (NOW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Westshore Wealth

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

View all funds holding iShares S&P MidCap 400 Index