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iShares S&P MidCap 400 Index shares owned by Nelson Roberts Investment Advisors

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

Historical chart of Nelson Roberts Investment 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 Nelson Roberts Investment 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 Nelson Roberts Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 5.0k 65.26
2025-06-30 $310k 5.0k 62.02

More positions owned by Nelson Roberts Investment Advisors

NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Select Sector Spdr Tr Indl (XLI)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Small Cp Etf (VB)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard World Utilities Etf (VPU)
Visa Com Cl A (V)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Nelson Roberts Investment 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