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iShares S&P MidCap 400 Index shares owned by Antonelli Financial Advisors

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

Historical chart of Antonelli Financial 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 Antonelli Financial 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 Antonelli Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 36k 65.26
2025-06-30 $2.2M 35k 62.02
2025-03-31 $2.1M 37k 58.35

More positions owned by Antonelli Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchange-traded Dj Internt Idx (FDN)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Antonelli Financial Advisors

Top funds holding iShares S&P MidCap 400 Index

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

View all funds holding iShares S&P MidCap 400 Index