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iShares S&P MidCap 400 Index shares owned by Portfolio Strategies

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

Historical chart of Portfolio Strategies 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 Portfolio Strategies 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 Portfolio Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 191k 60.74
2019-03-31 $333k 1.8k 189.42
2018-12-31 $292k 1.8k 166.10
2018-09-30 $355k 1.8k 201.25
2018-06-30 $344k 1.8k 195.01
2018-03-31 $341k 1.8k 187.47
2017-12-31 $348k 1.8k 189.96

More positions owned by Portfolio Strategies

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
JPMorgan Chase & Co. (JPM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Portfolio Strategies

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