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

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $959k 3.5k 277.15

More positions owned by LM Advisors

Amazon (AMZN)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C CL C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf
salesforce (CRM)
Vanguard World Fds Health Car Etf Etf (VHT)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for LM 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
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index