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iShares S&P MidCap 400 Index shares owned by CoreCap Advisors

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

Historical chart of CoreCap 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 CoreCap 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 40k 277.15
2023-09-30 $9.8M 39k 249.35
2023-06-30 $10M 39k 261.48
2022-12-31 $8.9M 37k 241.90
2022-09-30 $7.6M 35k 219.27
2022-06-30 $7.1M 32k 226.23
2022-03-31 $7.6M 29k 268.34
2021-12-31 $7.4M 26k 283.07

More positions owned by CoreCap Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for CoreCap Advisors

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index