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iShares S&P MidCap 400 Index shares owned by Southern Capital Advisors

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

Historical chart of Southern Capital 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 Southern Capital 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 Southern Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 3.1k 65.26

More positions owned by Southern Capital Advisors

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
United Parcel Service CL B (UPS)
Ishares Tr U.s. Fin Svc Etf (IYG)
Ishares Core Msci Emkt (IEMG)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Apple (AAPL)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Us Consum Discre (IYC)
AFLAC Incorporated (AFL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Southern Capital 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