iShares S&P MidCap 400 Index shares owned by Alpha Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Alpha Financial Advisors
from 13F filings
Historical chart of Alpha Financial 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 Alpha Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Alpha Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 4.2k | 65.26 |
| 2025-06-30 | $262k | 4.2k | 62.02 |
| 2025-03-31 | $246k | 4.2k | 58.35 |
| 2024-12-31 | $266k | 4.3k | 62.31 |
| 2024-09-30 | $266k | 4.3k | 62.32 |
| 2024-03-31 | $284k | 4.7k | 60.74 |
| 2023-12-31 | $265k | 956 | 277.09 |