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iShares S&P MidCap 400 Index shares owned by Clune & Associates

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

Historical chart of Clune & Associates 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 Clune & Associates 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 Clune & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 32k 65.26
2025-06-30 $1.8M 29k 62.02
2025-03-31 $1.6M 27k 58.35
2024-12-31 $1.4M 23k 62.31

More positions owned by Clune & Associates

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Clune & Associates

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