Sharp Financial Services »

iShares S&P MidCap 400 Index shares owned by Sharp Financial Services

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

Historical chart of Sharp Financial Services 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 Sharp Financial Services 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 Sharp Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 3.0k 67.53
2024-09-30 $221k 3.5k 62.32
2024-06-30 $238k 4.1k 58.52

More positions owned by Sharp Financial Services

Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Sharp Financial Services

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