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iShares S&P MidCap 400 Index shares owned by Colter Lewis Investment Partners

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

Historical chart of Colter Lewis Investment 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 Colter Lewis Investment 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 Colter Lewis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $630k 9.5k 66.00

More positions owned by Colter Lewis Investment Partners

American Express Company (AXP)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Alps Etf Tr Alerian Mlp (AMLP)
Tesla Motors (TSLA)

View all positions for Colter Lewis Investment Partners

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Envestnet Asset Management
LPL Financial
Goldman Sachs Group
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services
First Command Advisory Services

View all funds holding iShares S&P MidCap 400 Index