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iShares S&P MidCap 400 Index shares owned by Windsor Advisory Group

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

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 52 277.15
2023-03-31 $14k 55 252.22
2022-12-31 $27k 113 242.86

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Enterprise Products Partners (EPD)
Walt Disney Company (DIS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Greif Cl A (GEF)
Select Sector Spdr Tr Energy (XLE)
Huntington Bancshares Incorporated (HBAN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Linde SHS (LIN)
Kroger (KR)
Installed Bldg Prods (IBP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Windsor Advisory Group

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