Advantage Trust »

iShares S&P MidCap 400 Index shares owned by Advantage Trust

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

Historical chart of Advantage Trust 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 Advantage Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Advantage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $82k 1.3k 65.26
2025-06-30 $78k 1.3k 62.02
2025-03-31 $73k 1.3k 58.35
2024-12-31 $88k 1.4k 62.31
2024-09-30 $94k 1.5k 62.32
2024-06-30 $88k 1.5k 58.52
2024-03-31 $92k 1.5k 60.74
2023-12-31 $84k 302 277.15