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iShares S&P MidCap 400 Index shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $459k 7.6k 60.74
2023-12-31 $207k 746 277.10
2022-03-31 $311k 1.2k 268.57
2021-12-31 $303k 1.1k 282.65
2021-09-30 $310k 1.2k 263.38

More positions owned by Fermata Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Fermata Advisors

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index