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iShares S&P MidCap 400 Index shares owned by Woodward Financial Advisors

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

Historical chart of Woodward Financial 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 Woodward Financial 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 Woodward Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $227k 3.5k 65.59
2025-12-31 $228k 3.5k 66.00
2025-09-30 $205k 3.1k 65.26

More positions owned by Woodward Financial Advisors

Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Woodward Financial 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
Raymond James Financial
Envestnet Asset Management
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index