iShares S&P MidCap 400 Index shares owned by Addison Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison 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 Addison 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 Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 4.0k | 65.26 |
| 2025-06-30 | $248k | 4.0k | 62.02 |
| 2025-03-31 | $233k | 4.0k | 58.35 |
| 2024-12-31 | $249k | 4.0k | 62.31 |
| 2024-09-30 | $324k | 5.2k | 62.32 |
| 2024-06-30 | $304k | 5.2k | 58.52 |
| 2024-03-31 | $236k | 3.9k | 60.74 |
| 2023-12-31 | $215k | 777 | 277.15 |
| 2023-09-30 | $194k | 777 | 249.35 |
| 2023-06-30 | $203k | 777 | 261.48 |
| 2023-03-31 | $196k | 782 | 250.16 |
| 2022-12-31 | $193k | 798 | 241.89 |
| 2022-09-30 | $170k | 777 | 218.79 |
| 2022-06-30 | $176k | 777 | 226.51 |
| 2022-03-31 | $209k | 777 | 268.98 |
| 2021-12-31 | $220k | 777 | 283.14 |
| 2021-09-30 | $204k | 777 | 262.55 |
| 2021-06-30 | $209k | 777 | 268.98 |
| 2020-12-31 | $191k | 832 | 229.57 |