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iShares S&P MidCap 400 Index shares owned by True North Advisors

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

Historical chart of True North 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 True North 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 True North Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 3.6k 65.26
2025-03-31 $223k 3.8k 58.35

More positions owned by True North Advisors

Lennox International (LII)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Bank of America Corporation (BAC)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Ishares Tr Us Treas Bd Etf (GOVT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Ishares New (IAU)

View all positions for True North 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
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index