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iShares S&P MidCap 400 Index shares owned by AlTi Global

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

Historical chart of AlTi Global 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 AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2024-03-31 $369M 6.1M 60.74
2023-12-31 $322M 1.2M 277.15

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Uber Technologies (UBER)

View all positions for AlTi Global

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index