Everpar Advisors »

iShares S&P MidCap 400 Index shares owned by Everpar Advisors

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

Historical chart of Everpar Advisors 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 Everpar Advisors 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 Everpar Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 34k 62.32
2024-06-30 $1.8M 31k 58.52
2024-03-31 $1.4M 22k 60.74
2023-12-31 $975k 3.5k 277.15

More positions owned by Everpar Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Tyson Foods Cl A (TSN)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Eli Lilly & Co. (LLY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Everpar Advisors

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