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iShares S&P MidCap 400 Index shares owned by Stephen J. Garry & Associates

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Stephen J. Garry & Associates from 13F filings

Historical chart of Stephen J. Garry & Associates 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 Stephen J. Garry & Associates 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 Stephen J. Garry & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 2.6k 77.11

More positions owned by Stephen J. Garry & Associates

Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Ishares Tr Futu Ai Tech Etf (ARTY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Stephen J. Garry & Associates

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
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index