Advisortrust Partners »

iShares S&P MidCap 400 Index shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners 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 Advisortrust Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $16k 230 67.53

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Us Telecom Etf (IYZ)
Broadcom (AVGO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Target Corporation (TGT)
PNC Financial Services (PNC)
Merck & Co (MRK)
Amgen (AMGN)
Prologis (PLD)

View all positions for Advisortrust Partners

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
Goldman Sachs Group
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index