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iShares S&P MidCap 400 Index shares owned by Avalon Advisors

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

Historical chart of Avalon 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 Avalon 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 Avalon Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $312k 1.2k 250.16
2022-12-31 $302k 1.2k 241.99
2022-09-30 $274k 1.2k 219.55
2022-06-30 $282k 1.2k 225.96
2022-03-31 $335k 1.2k 268.43
2019-12-31 $218k 1.1k 205.47