Ethos Financial Group »

iShares S&P MidCap 400 Index shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial Group 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 Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $555k 9.1k 60.75
2023-12-31 $529k 1.9k 277.40
2023-09-30 $571k 2.3k 250.49

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Vanguard Total World Stock ETF Etf (VT)
Schwab US Large Cap ETF Etf (SCHX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap Growth ETF Etf (SCHG)
Abrdn Physical Gold Shares ETF Etf (SGOL)
iShares Bitcoin TR Etf
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
iShares Short Treasury Bond ETF Etf (SHV)
Energy Select Sector SPDR ETF Etf (XLE)
Apple (AAPL)

View all positions for Ethos Financial Group

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