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iShares S&P MidCap 400 Index shares owned by LPF Advisors

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

Historical chart of LPF Advisors 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 LPF Advisors 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 LPF Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $282k 4.8k 58.35
2024-12-31 $300k 4.8k 62.31
2024-09-30 $305k 4.9k 62.32
2024-06-30 $286k 4.9k 58.52

More positions owned by LPF Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)

View all positions for LPF Advisors

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