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iShares S&P MidCap 400 Index shares owned by Shade Tree Advisors

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

Historical chart of Shade Tree 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 Shade Tree 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 Shade Tree Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $432k 6.0k 71.95

More positions owned by Shade Tree Advisors

Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Target Corporation (TGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
General Mills (GIS)
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)
Wells Fargo & Company (WFC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)

View all positions for Shade Tree 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
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index