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iShares S&P MidCap 400 Index shares owned by Callan Capital

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

Historical chart of Callan Capital 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 Callan Capital 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 Callan Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.7M 64k 58.35
2024-12-31 $4.0M 64k 62.31
2024-09-30 $4.0M 64k 62.32
2024-06-30 $3.8M 65k 58.52

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View all positions for Callan Capital

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
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
First Command Advisory Services
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index