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

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

Historical chart of Shum 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 Shum 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 Shum Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 3.6k 65.26

More positions owned by Shum Financial Group

Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust S&p Divid Etf (SDY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Home Depot (HD)

View all positions for Shum Financial Group

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index