Rodgers & Associates »

iShares S&P MidCap 400 Index shares owned by Rodgers & Associates

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

Historical chart of Rodgers & Associates 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 Rodgers & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Rodgers & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 3.9k 65.26
2025-06-30 $244k 3.9k 62.02
2024-12-31 $201k 3.2k 62.31
2024-09-30 $201k 3.2k 62.32
2024-03-31 $210k 3.5k 60.74

More positions owned by Rodgers & Associates

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio Short (SPSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Rodgers & Associates

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