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iShares S&P MidCap 400 Index shares owned by Carroll Advisory Group

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

Historical chart of Carroll Advisory Group 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 Carroll Advisory Group 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 Carroll Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 212k 67.53

More positions owned by Carroll Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Acwi Exus (HAWX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SPSM)
Proshares Tr S&p 500 Dv Arist (NOBL)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Carroll Advisory Group

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