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

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

Historical chart of RTD 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 RTD 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 RTD Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 494k 62.32
2024-06-30 $5.1M 86k 58.52
2024-03-31 $3.3M 54k 60.74
2023-12-31 $1.9M 6.8k 277.15

More positions owned by RTD Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for RTD Financial Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
Royal Bank of Canada
BlackRock
Pnc Financial Services
Goldman Sachs Group
Mariner Wealth Advisors
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index