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iShares S&P MidCap 400 Index shares owned by Steffes Financial

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

Historical chart of Steffes Financial 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 Steffes Financial 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 Steffes Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $783k 12k 67.53

More positions owned by Steffes Financial

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Steffes Financial

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