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

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

Historical chart of Evergreen 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 Evergreen 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 Evergreen Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8k 27 67.52

More positions owned by Evergreen Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Evergreen 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
Envestnet Asset Management
Raymond James Financial
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index