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iShares S&P MidCap 400 Index shares owned by Sierra Ocean

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

Historical chart of Sierra Ocean 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 Sierra Ocean 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 Sierra Ocean

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 3.1k 66.01
2025-06-30 $190k 3.1k 62.03
2025-03-31 $178k 3.1k 58.36
2024-12-31 $191k 3.1k 62.32

More positions owned by Sierra Ocean

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Global X Fds Adaptive Us (AUSF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Jpmorgan Usd Emg (EMB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sierra Ocean

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