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iShares S&P MidCap 400 Index shares owned by Element Pointe Advisors

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

Historical chart of Element Pointe 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 Element Pointe 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 Element Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 45k 249.35
2023-06-30 $9.3M 36k 261.48
2023-03-31 $11M 44k 250.16
2022-12-31 $16M 66k 241.89
2018-12-31 $5.0M 30k 166.05

More positions owned by Element Pointe Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A Call Option (META)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Tr Core Msci Eafe (IEFA)
Proshares Tr Bitcoin Strate (BITO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Element Pointe Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index