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iShares S&P MidCap 400 Index shares owned by Orographic Financial Advisors

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

Historical chart of Orographic Financial 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 Orographic Financial 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 Orographic Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 3.1k 67.47

More positions owned by Orographic Financial Advisors

Apple (AAPL)
Exxon Mobil Corporation (XOM)
TJX Companies (TJX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us dividend eq (SCHD)
Berkshire Hathaway (BRK.B)
Vanguard Information Technology ETF (VGT)
Cisco Systems (CSCO)
At&t (T)
Howmet Aerospace (HWM)
Chevron Corporation (CVX)
SPDR Gold Trust (GLD)
Kinder Morgan (KMI)
Bristol Myers Squibb (BMY)
Alphabet Inc Class A cs (GOOGL)

View all positions for Orographic Financial 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