FormulaFolio Investments »

iShares S&P MidCap 400 Index shares owned by FormulaFolio Investments

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

Historical chart of FormulaFolio Investments 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 FormulaFolio Investments 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 FormulaFolio Investments

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.1M 3.9k 268.75
2021-03-31 $1.1M 3.9k 270.54
2020-12-31 $15M 65k 229.83
2020-09-30 $13M 69k 185.31
2020-06-30 $10M 58k 177.82
2020-03-31 $8.8M 61k 143.87
2019-12-31 $37M 179k 205.82
2019-09-30 $71M 365k 193.23
2019-06-30 $71M 364k 194.26
2019-03-31 $49M 257k 189.40
2018-12-31 $51M 251k 201.29
2018-09-30 $51M 251k 201.29
2018-06-30 $45M 233k 194.78
2018-03-31 $41M 216k 187.57
2017-12-31 $35M 183k 189.78
2017-09-30 $27M 148k 178.90
2017-06-30 $15M 85k 173.95
2017-03-31 $9.9M 58k 171.21
2016-12-31 $2.4M 15k 165.32
2016-09-30 $213k 1.4k 154.46
2014-12-31 $286k 2.0k 144.59

More positions owned by FormulaFolio Investments

Northern Lights Fund Trust Iv Frmlafolios Tatl Etf Frmlafolios Tatl Etf
Dbx Etf Trust Xtrack Usd High Etf Xtrack Usd High Etf (HYLB)
Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM)
Spdr Series Trust Portfolio S&p 500 Etf Portfolio S&p 500 Etf (SPLG)
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt Etf (BND)
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG)
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Trust 5-10 Year Investment Grade 5-10 Year Investment Grade (IGIB)
Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd Etf (VCSH)
Spdr Index Shares Funds Portfolio Devlpd Etf Portfolio Devlpd Etf (SPDW)
Spdr Index Shares Funds Portfolio Emg Mk Etf Portfolio Emg Mk Etf (SPEM)
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p 1500 Comp Stk Etf (SPTM)
Northern Lights Fund Trust Iv Frmlaflio Tact Etf Frmlaflio Tact Etf
Ishares Trust Core Msci Total Etf Core Msci Total Etf (IXUS)
Northern Lights Fund Trust Iv Formula Folios Etf Formula Folios Etf

View all positions for FormulaFolio Investments

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index