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iShares S&P MidCap 400 Index shares owned by Madson Wealth Advisors

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

Historical chart of Madson Wealth 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 Madson Wealth 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 Madson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9M 57k 67.53

More positions owned by Madson Wealth Advisors

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Madson Wealth Advisors

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