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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
2024-03-31 $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 Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for RTD Financial Advisors

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index