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iShares S&P MidCap 400 Index shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $18M 265k 67.53

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

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