H&R Block, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $133.21M | 0.13% | 4,196,882 NS | $106.05B | FIGI |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | — | $129.99M | 1.16% | 4,095,477 NS | $11.18B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $127.33M | 0.01% | 4,011,729 NS | $1.99T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $92.77M | 0.06% | 2,922,741 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $59.08M | 0.10% | 1,861,226 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $44.86M | 0.06% | 1,413,262 NS | $81.50B | FIGI |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | — | $34.97M | 0.06% | 1,101,908 NS | $62.55B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $30.32M | 0.13% | 955,402 NS | $24.22B | FIGI |
| First Trust SMID Cap Rising Dividend Achiever… First Trust Exchange-Traded Fund VI | SDVY | $24.66M | 0.24% | 777,085 NS | $10.10B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $19.67M | 0.13% | 619,847 NS | $15.63B | FIGI |
| Royce Small-Cap Special Equity Fund ROYCE FUND | — | $16.50M | 3.85% | 520,000 NS | $428.15M | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $15.35M | 0.03% | 483,671 NS | $48.22B | FIGI |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | — | $15.29M | 0.22% | 481,800 NS | $6.84B | FIGI |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | IJK | $12.70M | 0.13% | 400,260 NS | $9.91B | FIGI |
| First Trust Dow Jones Global Select Dividend … First Trust Exchange-Traded Fund II | FGD | $12.55M | 0.99% | 395,269 NS | $1.26B | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $12.54M | 0.14% | 395,200 NS | $8.92B | FIGI |
| Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | — | $12.11M | 1.22% | 381,657 NS | $991.45M | FIGI |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | DON | $11.46M | 0.31% | 360,949 NS | $3.72B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $9.83M | 0.12% | 309,709 NS | $7.98B | FIGI |
| JNL/WMC Value Fund JNL Series Trust | — | $9.22M | 1.05% | 290,345 NS | $878.67M | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $8.35M | 0.09% | 263,200 NS | $8.92B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $7.65M | 0.01% | 241,127 NS | $69.79B | FIGI |
| SPROTT FOCUS TRUST INC. — | — | $5.08M | 1.59% | 160,000 NS | $318.83M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $5.02M | 0.01% | 158,014 NS | $79.62B | FIGI |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | — | $4.82M | 0.10% | 151,780 NS | $4.65B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $4.81M | 0.03% | 151,417 NS | $14.16B | FIGI |
| iShares Russell Mid-Cap Growth ETF iShares Trust | IWP | $4.50M | 0.02% | 141,656 NS | $18.66B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $4.25M | 0.00% | 134,055 NS | $129.17B | FIGI |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | — | $4.16M | 0.05% | 131,192 NS | $8.24B | FIGI |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | SEIV | $4.11M | 0.35% | 129,443 NS | $1.17B | FIGI |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | SFLO | $4.06M | 0.82% | 128,027 NS | $493.15M | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $4.06M | 0.12% | 127,904 NS | $3.26B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $4.03M | 0.04% | 126,976 NS | $9.06B | FIGI |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $3.50M | 0.15% | 110,172 NS | $2.37B | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $3.30M | 0.13% | 103,903 NS | $2.64B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYG | $3.19M | 0.13% | 100,397 NS | $2.48B | FIGI |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | FLQM | $2.99M | 0.18% | 94,240 NS | $1.67B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $2.99M | 0.01% | 94,171 NS | $42.78B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $2.96M | 0.12% | 93,196 NS | $2.41B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $2.85M | 0.00% | 89,900 NS | $111.77B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $2.67M | 0.32% | 84,000 NS | $827.02M | FIGI |
| Mid Cap Index Fund Northern Funds | — | $2.51M | 0.12% | 79,040 NS | $2.05B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $2.50M | 0.01% | 78,657 NS | $36.29B | FIGI |
| VictoryShares US Small Cap High Div Volatilit… Victory Portfolios II | CSB | $2.45M | 0.97% | 77,074 NS | $253.38M | FIGI |
| SEI Enhanced U.S. Large Cap Quality Factor ETF SEI EXCHANGE TRADED FUNDS | SEIQ | $2.40M | 0.43% | 75,644 NS | $555.56M | FIGI |
| Lazard Equity Franchise Portfolio LAZARD FUNDS INC | — | $2.31M | 6.24% | 72,809 NS | $37.01M | FIGI |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | — | $2.30M | 0.67% | 72,421 NS | $343.40M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.25M | 0.00% | 70,732 NS | $58.89B | FIGI |
| State Farm Balanced Fund Advisers Investment Trust | — | $2.19M | 0.08% | 68,900 NS | $2.62B | FIGI |
| NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $2.14M | 0.64% | 67,530 NS | $337.38M | FIGI |