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iShares S&P MidCap 400 Index shares owned by SWAN Capital

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

Historical chart of SWAN Capital 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 SWAN Capital 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 SWAN Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 170 67.53
2024-06-30 $43k 735 58.54

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Energy Etf (VDE)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for SWAN Capital

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