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iShares S&P MidCap 400 Index shares owned by Ellsworth Advisors

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

Historical chart of Ellsworth 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 Ellsworth 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 Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $302k 5.2k 57.89
2023-12-31 $330k 1.2k 277.21
2023-09-30 $287k 1.2k 241.11
2023-06-30 $271k 1.0k 261.47
2023-03-31 $259k 1.0k 250.22

More positions owned by Ellsworth Advisors

Caterpillar (CAT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eaton Corp SHS (ETN)
Merck & Co (MRK)
Waste Management (WM)
Packaging Corporation of America (PKG)
Apple (AAPL)
Intuit (INTU)
Harbor Etf Trust Harbor Commodity (HGER)
Interactive Brokers Group In Com Cl A (IBKR)
Public Storage (PSA)
Cigna Corp (CI)
Allstate Corporation (ALL)
Prudential Financial (PRU)

View all positions for Ellsworth Advisors

Top funds holding iShares S&P MidCap 400 Index

Raymond James & Associates
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust
Pnc Financial Services
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index