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iShares S&P MidCap 400 Index shares owned by 1015 Capital Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by 1015 Capital Partners from 13F filings

Historical chart of 1015 Capital Partners 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 1015 Capital Partners 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 1015 Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.6M 113k 67.53
2025-12-31 $7.4M 112k 66.00

More positions owned by 1015 Capital Partners

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Eafe Etf Etf (EFA)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Core Msci Eafe Etf Etf (IEFA)
State Street Spdr S&p Dividend Etf Etf (SDY)
Ishares Esg Msci Kld 400 Etf Etf (DSI)

View all positions for 1015 Capital Partners

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
Goldman Sachs Group
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index