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iShares S&P MidCap 400 Index shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 2.7k 77.11
2021-09-30 $246k 935 263.10
2021-06-30 $299k 1.1k 268.64
2021-03-31 $308k 1.2k 260.36
2020-12-31 $308k 1.3k 229.85

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Ishares Msci Sth Kor Etf (EWY)
Ishares Tr Us Aer Def Etf (ITA)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Sp Bank (KBE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vaneck Etf Trust Junior Gold Mine (GDXJ)

View all positions for Morris Retirement 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
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index