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iShares S&P MidCap 400 Index shares owned by Napatree Capital

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

Historical chart of Napatree Capital 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 Napatree Capital 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 Napatree Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $529k 1.9k 277.19

More positions owned by Napatree Capital

Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Bally's Corp (BALY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Eafe Grwth Etf (EFG)
Washington Trust Ban (WASH)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Metals Mng (XME)

View all positions for Napatree Capital

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
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index