Evelyn Partners Asset Management »

iShares S&P MidCap 400 Index shares owned by Evelyn Partners Asset Management

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

Historical chart of Evelyn Partners Asset Management 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 Evelyn Partners Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Evelyn Partners Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 960 65.26

More positions owned by Evelyn Partners Asset Management

Mfc Spdr Gold Tr Gold Etf (GLD)
Vanguard Intl Equity Index F Etf (VT)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Amazon Common (AMZN)
Vaneck Etf Tr Gold Miners Etf Etf (GDX)
Visa Class A (V)
Stryker Corp Common (SYK)
Automatic Data Processing In Common (ADP)
Disney Walt Common (DIS)
Apple Common (AAPL)
Mastercard Inc Cl A Class A (MA)
Intuit Common (INTU)
Litman Gregory Fds Tr Common (DBMF)
Autozone Common (AZO)

View all positions for Evelyn Partners Asset Management

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

View all funds holding iShares S&P MidCap 400 Index