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iShares S&P MidCap 400 Index shares owned by O'Keefe Stevens Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by O'Keefe Stevens Advisory from 13F filings

Historical chart of O'Keefe Stevens Advisory 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 O'Keefe Stevens Advisory 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 O'Keefe Stevens Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $772k 11k 67.53

More positions owned by O'Keefe Stevens Advisory

NVIDIA Corporation (NVDA)
Warrior Met Coal (HCC)
Corning Incorporated (GLW)
Aercap Holdings Nv SHS (AER)
Sphere Entertainment Cl A (SPHR)
Qualcomm (QCOM)
Amgen (AMGN)
Loews Corporation (L)
Bgc Group Cl A (BGC)
Callaway Golf Company (CALY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Weyerhaeuser Com New (WY)
Compass Minerals International (CMP)
Five Point Holdings Com Cl A (FPH)
M&T Bank Corporation (MTB)

View all positions for O'Keefe Stevens Advisory

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
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
BlackRock
UBS Group
Northern Trust
LPL Financial
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index