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iShares S&P MidCap 400 Index shares owned by Capital Management Associates

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

Historical chart of Capital Management Associates 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 Capital Management Associates 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 Capital Management Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 36k 58.52
2024-03-31 $513k 8.5k 60.74
2023-12-31 $2.6M 6.4k 396.53

More positions owned by Capital Management Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Pimco Etf Tr 0-5 High Yield (HYS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
General Mills (GIS)
Apple (AAPL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Strategic Trust Running Gwth Etf (RUNN)
Vanguard Index Fds Mid Cap Etf (VO)
National Retail Properties (NNN)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Capital Management Associates

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
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index