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iShares S&P MidCap 400 Index shares owned by Carlson Financial

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

Historical chart of Carlson 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 Carlson 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 2.8k 77.05
2025-12-31 $205k 3.1k 66.00

More positions owned by Carlson Financial

NVIDIA Corporation (NVDA)
Axon Enterprise (AXON)
Tesla Motors (TSLA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

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
Raymond James Financial
Envestnet Asset Management
Morgan Stanley
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Index