Rock Point Advisors »

iShares S&P MidCap 400 Index shares owned by Rock Point Advisors

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

Historical chart of Rock Point Advisors 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 Rock Point Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Rock Point Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 3.8k 65.26
2025-06-30 $217k 3.5k 62.02

More positions owned by Rock Point Advisors

Citigroup Com New (C)
Apple (AAPL)
TJX Companies (TJX)
Sony Group Sponsored Adr (SONY)
Broadcom (AVGO)
AES Corporation (AES)
Aptiv SHS (APTV)
Cisco Systems (CSCO)
Kennedy-Wilson Holdings (KW)
Jefferies Finl Group (JEF)
Accenture SHS Class A (ACN)
Google Cap Stk Cl A (GOOGL)
Nextera Energy (NEE)
Delta Air Lines Com New (DAL)
Ameresco Cl A (AMRC)

View all positions for Rock Point Advisors

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

View all funds holding iShares S&P MidCap 400 Index