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iShares S&P MidCap 400 Index shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship 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 Sound Stewardship 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 Sound Stewardship

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 84k 60.74
2023-12-31 $4.4M 16k 277.15
2023-09-30 $3.8M 15k 249.35
2023-06-30 $4.0M 15k 261.48
2023-03-31 $4.0M 16k 250.16
2022-12-31 $3.6M 15k 241.89

More positions owned by Sound Stewardship

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sound Stewardship

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