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Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

iShares S&P MidCap 400 Index shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital 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 Holt Capital Advisors, L.L.C. dba Holt Capital 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$242k	3.1k	77.11

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Select Sector Spdr Tr St Str Techn Etf (XLK)

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Spdr Series Trust St Shor Corp Etf (SPSB)

State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)

Vanguard Whitehall Fds High Div Yld (VYM)

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Select Sector Spdr Tr St Str Care Etf (XLV)

Bank of America Corporation (BAC)

Texas Pacific Land Corp (TPL)

Ishares Tr Core S&p Scp Etf (IJR)

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

Select Sector Spdr Tr St Str Discr Etf (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

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

FMR

Goldman Sachs Group

Raymond James Financial

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View all funds holding iShares S&P MidCap 400 Index

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