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

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

Historical chart of Fogel Capital 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 Fogel Capital Management 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 Fogel Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 3.5k 62.32
2024-06-30 $204k 3.5k 58.52
2024-03-31 $204k 3.5k 58.53

More positions owned by Fogel Capital Management

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Chubb (CB)
Bank of America Corporation (BAC)
Broadcom (AVGO)
Enterprise Products Partners (EPD)
ConocoPhillips (COP)
Freeport-mcmoran CL B (FCX)
Energy Transfer Com Ut Ltd Ptn (ET)
Johnson & Johnson (JNJ)
Lockheed Martin Corporation (LMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moody's Corporation (MCO)
Apple (AAPL)

View all positions for Fogel Capital Management

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