Excelsior Advisor Network »

iShares S&P MidCap 400 Index shares owned by Excelsior Advisor Network

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

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $531k 7.9k 67.53

More positions owned by Excelsior Advisor Network

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Financial Bankshares (FFIN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation Put Option (MSFT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Aer Def Etf (ITA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Excelsior Advisor Network

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