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iShares S&P MidCap 400 Index shares owned by Inlet Private Wealth

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

Historical chart of Inlet Private Wealth 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 Inlet Private Wealth 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 Inlet Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $256k 3.9k 66.00
2025-09-30 $253k 3.9k 65.26
2025-03-31 $202k 3.5k 58.35

More positions owned by Inlet Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
McKesson Corporation (MCK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Seagate Technology Hldngs Pl Ord Shs (STX)
Cisco Systems (CSCO)
Citigroup Com New (C)
Ge Aerospace Com New (GE)
Royalty Pharma Shs Class A (RPRX)
Waste Management (WM)
Cme (CME)
Qualcomm (QCOM)
British Amern Tob Sponsored Adr (BTI)

View all positions for Inlet Private Wealth

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

View all funds holding iShares S&P MidCap 400 Index