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iShares S&P MidCap 400 Index shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2023-12-31 $250k 901 277.15
2023-03-31 $422k 1.7k 250.16
2022-12-31 $217k 898 241.89
2021-12-31 $626k 2.3k 268.90

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Etf Opportunities Trust American Conser (ACVF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Exxon Mobil Corporation (XOM)

View all positions for WorthPointe

Top funds holding iShares S&P MidCap 400 Index

Raymond James & Associates
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust
Pnc Financial Services
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index