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iShares S&P MidCap 400 Index shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.1M 131k 62.31
2024-09-30 $8.0M 128k 62.32

More positions owned by Montis Financial

Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

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
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index