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iShares S&P MidCap 400 Index shares owned by Churchill Financial Advisors

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

Historical chart of Churchill Financial Advisors 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 Churchill Financial Advisors 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 Churchill Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 30k 67.53

More positions owned by Churchill Financial Advisors

Wal-Mart Stores (WMT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core Div Grwth (DGRO)
Applied Materials (AMAT)
Goldman Sachs (GS)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)

View all positions for Churchill Financial Advisors

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
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index