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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

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

Quarter filed Position value Share count Share price at filing
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 Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Rodgers & Associates

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
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FMR
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index