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iShares S&P MidCap 400 Index shares owned by Private Advisory

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

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 176k 65.26
2025-06-30 $11M 172k 62.02

More positions owned by Private Advisory

Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation Call Option (NVDA)
Apple Call Option (AAPL)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Netflix (NFLX)
Tesla Motors (TSLA)
Ishares Msci Equal Weite (EUSA)
Costco Wholesale Corporation (COST)
Ishares Msci Sth Kor Etf (EWY)

View all positions for Private Advisory

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