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iShares S&P MidCap 400 Index shares owned by RoundAngle Advisors

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

Historical chart of RoundAngle 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 RoundAngle 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 RoundAngle Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8M 88k 66.00
2025-09-30 $5.5M 84k 65.26
2025-06-30 $5.3M 85k 62.02
2025-03-31 $5.2M 88k 58.35
2024-12-31 $5.4M 87k 62.31

More positions owned by RoundAngle Advisors

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Broadcom (AVGO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Mmentm (MTUM)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for RoundAngle Advisors

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

View all funds holding iShares S&P MidCap 400 Index