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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
2024-03-31 $513k 8.5k 60.74
2023-12-31 $2.6M 6.4k 396.53

More positions owned by Capital Management Associates

Honeywell International (HON)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
General Mills (GIS)
Pimco Etf Tr 0-5 High Yield (HYS)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Vanguard Index Fds Small Cp Etf (VB)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
McDonald's Corporation (MCD)
Boston Scientific Corporation (BSX)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
National Retail Properties (NNN)
Microsoft Corporation (MSFT)

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
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index