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iShares S&P MidCap 400 Index shares owned by InvesTrust

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

Historical chart of InvesTrust 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 InvesTrust 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 InvesTrust

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 88k 65.26
2025-06-30 $5.4M 88k 62.02
2025-03-31 $5.3M 91k 58.35
2024-12-31 $5.7M 92k 62.17

More positions owned by InvesTrust

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Ibonds Dec 2027 Term Corporate Etf Ibonds 27 Etf (IBDS)
Ishares Ibonds Dec 2026 Term Corporate Etf Ibonds Dec2026 (IBDR)
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)
Ishares Ibonds Dec 2028 Term Corporate Etf Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Ishares Ibonds Dec 2025 Term Corporate Etf Ibonds Dec25 Etf (IBDQ)
JPMorgan Chase & Co. (JPM)
Ishares Ibonds Dec 2029 Term Corporate Etf Ibonds Dec 29 (IBDU)
Ishares Russell 2000 Growth Etf Rus 2000 Grw Etf (IWO)
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)

View all positions for InvesTrust

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
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index