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iShares S&P MidCap 400 Index shares owned by TCFG Investment Advisors

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

Historical chart of TCFG Investment 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 TCFG Investment 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 TCFG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 2.8k 77.11

More positions owned by TCFG Investment Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
RBB F/m Us Treasury (TBIL)
Amazon (AMZN)
Franco-Nevada Corporation (FNV)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Micron Technology (MU)
Microsoft Corporation (MSFT)
Agnico (AEM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for TCFG Investment Advisors

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