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iShares S&P MidCap 400 Index shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial 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 Squared Financial 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 Squared Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 52k 67.53
2025-12-31 $3.5M 53k 66.00
2025-09-30 $2.9M 44k 65.26
2025-06-30 $2.5M 40k 62.02

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Mdcp Val Etf (IWS)
NVIDIA Corporation (NVDA)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Capital Squared Financial

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Envestnet Asset Management
Raymond James Financial
Goldman Sachs Group
BlackRock
UBS Group
Northern Trust
LPL Financial
Pnc Financial Services
First Command Advisory Services
Mariner Wealth Advisors
Acorns Advisers

View all funds holding iShares S&P MidCap 400 Index