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iShares S&P MidCap 400 Index shares owned by Sunbeam Capital Management

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

Historical chart of Sunbeam Capital Management 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 Sunbeam Capital Management 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 Sunbeam Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $964k 13k 77.11

More positions owned by Sunbeam Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Etf Ser Solutions Distillate Us (DSTL)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Procter & Gamble Company (PG)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Micron Technology (MU)

View all positions for Sunbeam Capital Management

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

View all funds holding iShares S&P MidCap 400 Index