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iShares S&P MidCap 400 Index shares owned by Souders Financial Advisors

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

Historical chart of Souders Financial 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 Souders Financial 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 Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 86k 65.26
2025-06-30 $5.1M 82k 62.02
2025-03-31 $4.6M 78k 58.35

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
T Rowe Price Etf Cap Appreciation (TCAF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Us Aggbd Et (AGG)
Procter & Gamble Company (PG)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Value Etf (VTV)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Souders Financial Advisors

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