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

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

Historical chart of Capital Square 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 Capital Square 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 Capital Square

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 2.8k 72.81
2020-03-31 $32k 219 146.12

More positions owned by Capital Square

Vanguard Total Stock Market ETF (VTI)
iShares S&P US Pref Stock Idx Fnd (PFF)
Market Vectors Etf Tr Pfd Sec (PFXF)
Amazon (AMZN)
Altria (MO)
Amplify Etf Tr a (DIVO)
Eli Lilly & Co. (LLY)
Vanguard Total Bond Market ETF (BND)
Tcw Etf Trust (FLXR)
Apple (AAPL)
United Parcel Service (UPS)
iShares S&P 500 Growth Index (IVW)
Caretrust Reit (CTRE)
Home Depot (HD)
Sch Fnd Intl Lg Etf (FNDF)

View all positions for Capital Square

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