Townsend Financial Planning »

iShares S&P MidCap 400 Index shares owned by Townsend Financial Planning

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

Historical chart of Townsend Financial Planning 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 Townsend Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Townsend Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 177k 67.53

More positions owned by Townsend Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Total (IXUS)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for Townsend Financial Planning

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