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iShares S&P MidCap 400 Index shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group 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 Houlihan Financial Resource Group 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 Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $360k 5.8k 62.55
2025-03-31 $336k 5.8k 58.38
2024-12-31 $359k 5.8k 62.38
2024-09-30 $359k 5.8k 62.38
2024-03-31 $233k 3.8k 60.84
2023-12-31 $212k 766 276.76
2020-09-30 $147k 700 210.00

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p Divid Etf (SDY)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Houlihan Financial Resource Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index