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iShares S&P MidCap 400 Index shares owned by SageGuard Financial Group

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

Historical chart of SageGuard Financial Group 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 SageGuard Financial Group 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 SageGuard Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $271k 3.5k 77.12

More positions owned by SageGuard Financial Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Coca-Cola Company (KO)
Ge Aerospace Com New (GE)
Costco Wholesale Corporation (COST)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Duke Energy Corp Com New (DUK)
Meta Platforms Cl A (META)

View all positions for SageGuard Financial Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
Goldman Sachs Group
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index