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iShares S&P MidCap 400 Index shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners 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 Gateway Wealth Partners 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 Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 4.9k 249.36
2023-06-30 $973k 3.7k 261.51
2023-03-31 $1.5M 5.9k 250.15
2022-12-31 $1.4M 5.7k 241.87

More positions owned by Gateway Wealth Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ibonds 23 Trm Ts
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for Gateway Wealth Partners

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