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iShares S&P MidCap 400 Index shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services 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 Winch Advisory Services 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 Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $75k 969 77.14
2024-09-30 $250 4 62.50

More positions owned by Winch Advisory Services

State Street Spdr Port S&p 1500 Composite Stock Market Etf Etf (SPTM)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Short Term Treasury Etf Etf (VGSH)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
State Street Spdr Bloomberg 1-3 Mth T-bill Etf Etf (BIL)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Alphabet Inc Class C cs (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.B)
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL)
Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Marvell Technology (MRVL)
Invesco Qqq Etf Etf (QQQ)

View all positions for Winch Advisory Services

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