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Tanglewood Legacy Advisors »

iShares S&P MidCap 400 Index shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy 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 Tanglewood Legacy 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$172k	2.6k	65.26
2025-06-30	$163k	2.6k	62.02
2025-03-31	$154k	2.6k	58.35
2024-12-31	$164k	2.6k	62.31
2024-09-30	$164k	2.6k	62.32
2024-06-30	$154k	2.6k	58.52
2024-03-31	$160k	2.6k	60.74

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Pgim Aaa MF Closed and MF Open (PAAA)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FAPR)

SPDR S&P MF Closed and MF Open (SPY)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

First Trust MF Closed and MF Open (GJAN)

First Trust MF Closed and MF Open (DNOV)

First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy 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

Envestnet Asset Management

Pnc Financial Services

First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index

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