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iShares S&P MidCap 400 Index shares owned by Cary Street Partners Financial

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

Historical chart of Cary Street Partners 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 Cary Street Partners 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 Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 95k 65.26
2025-06-30 $5.9M 95k 62.02

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Fairlead Tactical Sector ETF Etf (TACK)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Tcw Flexible Income Etf Etf (FLXR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Income Etf Etf (JPIE)
Amazon Stock (AMZN)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Cary Street Partners Financial

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

View all funds holding iShares S&P MidCap 400 Index