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iShares S&P MidCap 400 Index shares owned by Sierra Summit Advisors

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

Historical chart of Sierra Summit 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 Sierra Summit Advisors 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 Summit Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $550k 9.4k 58.52
2024-03-31 $267k 4.4k 60.74
2023-12-31 $244k 880 277.15

More positions owned by Sierra Summit Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Intuitive Surgical Com New (ISRG)
Palo Alto Networks (PANW)
Meta Platforms Cl A (META)
Boston Scientific Corporation (BSX)
Ishares Tr Russell 2000 Etf (IWM)
Datadog Cl A Com (DDOG)
Icon SHS (ICLR)
MercadoLibre (MELI)
First Solar (FSLR)
Microsoft Corporation (MSFT)
Pfizer (PFE)

View all positions for Sierra Summit Advisors

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

View all funds holding iShares S&P MidCap 400 Index