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iShares S&P MidCap 400 Index shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2024-12-31 $303k 4.9k 62.32
2024-09-30 $283k 4.5k 62.32
2024-06-30 $335k 5.7k 58.52
2024-03-31 $410k 6.8k 60.74
2023-12-31 $347k 1.3k 277.15

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Northrop Grumman Corporation (NOC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Advisor OS

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index