Scarborough Advisors »

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

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

Historical chart of Scarborough 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 Scarborough Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Scarborough Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5M 111k 67.53
2025-03-31 $4.7M 81k 58.35
2024-12-31 $4.8M 78k 62.31
2023-12-31 $185k 668 277.15
2023-09-30 $3.7M 15k 249.35

More positions owned by Scarborough Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Scarborough Advisors

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
Envestnet Asset Management
Raymond James Financial
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index