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iShares S&P MidCap 400 Index shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services 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 OneAscent Financial Services 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 OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $522k 8.0k 65.26
2025-06-30 $515k 8.3k 62.00
2025-03-31 $844k 15k 58.33
2024-12-31 $473k 7.6k 62.38
2023-12-31 $264k 953 277.02

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

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

View all funds holding iShares S&P MidCap 400 Index