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iShares S&P MidCap 400 Index shares owned by Cornerstone Financial Management

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

Historical chart of Cornerstone Financial Management 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 Cornerstone Financial Management 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 Cornerstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $394k 5.1k 77.11
2026-03-31 $371k 5.5k 67.53

More positions owned by Cornerstone Financial Management

Vanguard Morningstar Mega Cap Value Etf Etf (MGV)
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Schwab U.s. Large-cap Etf Etf (SCHX)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Vanguard Morningstar Mega Cap Etf Etf (MGC)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Apple Stock (AAPL)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

View all positions for Cornerstone Financial Management

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
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Index