iShares S&P MidCap 400 Index shares owned by Advisory Alpha
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Advisory Alpha
from 13F filings
Historical chart of Advisory Alpha 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 Advisory Alpha consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Advisory Alpha
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 128k | 65.57 |
| 2025-06-30 | $8.0M | 128k | 62.02 |
| 2025-03-31 | $7.8M | 133k | 58.35 |
| 2024-12-31 | $8.0M | 128k | 62.31 |
| 2024-09-30 | $8.0M | 128k | 62.32 |
| 2024-06-30 | $7.5M | 129k | 58.52 |
| 2024-03-31 | $17M | 283k | 60.74 |
| 2023-12-31 | $17M | 60k | 277.15 |
| 2023-09-30 | $15M | 60k | 249.35 |
| 2023-06-30 | $17M | 66k | 261.48 |
| 2023-03-31 | $5.8M | 23k | 250.16 |
| 2022-12-31 | $1.8M | 7.5k | 241.89 |
| 2022-09-30 | $1.6M | 7.4k | 219.25 |
| 2022-06-30 | $1.6M | 7.3k | 226.22 |
| 2022-03-31 | $2.1M | 7.7k | 268.32 |
| 2021-12-31 | $2.2M | 7.7k | 283.14 |
| 2021-09-30 | $2.0M | 7.7k | 263.10 |
| 2021-06-30 | $2.7M | 10k | 268.79 |
| 2021-03-31 | $2.8M | 11k | 260.35 |
| 2020-12-31 | $2.5M | 11k | 229.81 |
| 2020-09-30 | $6.7k | 13k | 0.51 |
| 2020-06-30 | $3.1M | 16k | 195.42 |
| 2020-03-31 | $3.1M | 20k | 152.40 |
| 2019-12-31 | $7.6M | 37k | 206.40 |
| 2019-09-30 | $7.0M | 38k | 186.99 |
| 2019-06-30 | $7.3M | 38k | 193.39 |
| 2019-03-31 | $5.8M | 30k | 192.64 |
| 2018-12-31 | $5.5M | 30k | 186.39 |
| 2018-09-30 | $72k | 403 | 178.66 |
| 2018-06-30 | $42k | 212 | 198.11 |
| 2018-03-31 | $38k | 195 | 194.87 |
| 2017-12-31 | $648k | 3.3k | 195.48 |
| 2017-09-30 | $9.3M | 51k | 182.66 |
| 2017-06-30 | $4.3M | 25k | 174.65 |
| 2017-03-31 | $4.5M | 26k | 171.20 |
| 2016-12-31 | $4.0M | 23k | 172.01 |