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iShares S&P MidCap 400 Index shares owned by Ground Swell Capital

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

Historical chart of Ground Swell Capital 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 Ground Swell Capital 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 Ground Swell Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $205k 822 249.35
2022-09-30 $208k 949 219.18
2022-03-31 $226k 841 268.73

More positions owned by Ground Swell Capital

Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Texas Instruments Incorporated (TXN)
Pepsi (PEP)
Automatic Data Processing (ADP)
Metropcs Communications (TMUS)
Ishares Tr U.s. Real Es Etf (IYR)
Constellation Energy (CEG)
Vanguard Index Fds Real Estate Etf (VNQ)
Adobe Systems Incorporated (ADBE)
Analog Devices (ADI)
O'reilly Automotive (ORLY)
Ishares Core Msci Emkt (IEMG)
Microchip Technology (MCHP)
Palo Alto Networks (PANW)

View all positions for Ground Swell Capital

Top funds holding iShares S&P MidCap 400 Index

Raymond James & Associates
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust
Pnc Financial Services
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index