Ulland Investment Advisors »

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

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

Historical chart of Ulland 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 Ulland Investment Advisors 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 Ulland Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0k 65 61.54
2025-09-30 $4.0k 65 61.54

More positions owned by Ulland Investment Advisors

Alphabet Stock (GOOG)
NVidia Corporation Stock (NVDA)
Meta Platforms Stock (META)
Axon Enterprise Stock (AXON)
Invesco QQQ Trust ETF Etf (QQQ)
Vertiv Holdings Stock (VRT)
J.P. Morgan Equity Premium Income ETF Etf (JEPI)
Amazon.com Stock (AMZN)
J.P. Morgan Nasdaq Equity Premium Income ETF Etf (JEPQ)
Alphabet Stock (GOOGL)
Skyline Champion Corporation Stock (SKY)
Apple Stock (AAPL)
Berkshire Hathaway Stock (BRK.A)
Visa Stock (V)
Schwab U.S. Mid-Cap ETF Etf (SCHM)

View all positions for Ulland Investment 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
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index