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iShares S&P MidCap 400 Index shares owned by Advus Financial Partners

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

Historical chart of Advus Financial Partners 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 Advus Financial Partners 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 Advus Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 38k 77.11
2026-03-31 $2.6M 38k 67.53
2025-12-31 $2.9M 44k 66.00
2025-09-30 $2.8M 44k 65.26
2025-06-30 $2.7M 44k 62.02
2025-03-31 $2.6M 44k 58.35
2024-12-31 $2.8M 45k 62.31
2024-09-30 $3.1M 50k 62.32
2024-06-30 $3.0M 51k 58.52
2024-03-31 $3.1M 51k 60.74
2023-12-31 $2.9M 11k 277.16
2023-09-30 $2.7M 11k 249.36
2023-06-30 $3.1M 12k 261.49
2023-03-31 $3.1M 13k 250.17
2022-12-31 $4.1M 17k 241.90
2022-09-30 $3.8M 17k 219.26
2022-06-30 $4.0M 18k 226.24
2022-03-31 $5.1M 19k 268.34
2021-09-30 $5.4M 19k 283.08