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iShares S&P MidCap 400 Index shares owned by BFSG

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

Historical chart of BFSG 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 BFSG 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 BFSG

Quarter filed Position value Share count Share price at filing
2024-03-31 $220k 3.6k 60.74
2023-12-31 $201k 724 277.15
2019-12-31 $1.8M 8.7k 205.87
2019-09-30 $1.2M 6.2k 193.27
2019-06-30 $1.0M 5.4k 194.32

More positions owned by BFSG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard World Energy Etf (VDE)
Ishares Gold Tr Ishares New (IAU)
Church & Dwight (CHD)
CSX Corporation (CSX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Raytheon Technologies Corp (RTX)
Exxon Mobil Corporation (XOM)
Costco Wholesale Corporation (COST)

View all positions for BFSG

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index