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

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

Historical chart of Wetzel 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 Wetzel 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 58k 62.32
2024-06-30 $3.6M 59k 60.71
2024-03-31 $3.3M 59k 56.43
2023-12-31 $3.2M 12k 277.14

More positions owned by Wetzel Investment Advisors

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Wetzel 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
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