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iShares S&P MidCap 400 Index shares owned by WPWealth

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

Historical chart of WPWealth 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 WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $676k 11k 60.74
2023-12-31 $881k 3.2k 277.19
2023-09-30 $846k 3.4k 249.39
2023-06-30 $861k 3.3k 261.52

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust International Dv (IOCT)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

View all positions for WPWealth

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