iShares S&P MidCap 400 Index shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth 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 Alta Wealth 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 Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $613k | 9.8k | 62.31 |
| 2024-09-30 | $516k | 8.3k | 62.32 |
| 2024-06-30 | $481k | 8.2k | 58.52 |
| 2024-03-31 | $451k | 7.4k | 60.74 |
| 2023-12-31 | $385k | 1.4k | 277.15 |
| 2023-09-30 | $408k | 1.6k | 249.41 |
| 2023-06-30 | $382k | 1.5k | 261.56 |
| 2023-03-31 | $368k | 1.5k | 250.18 |
| 2022-12-31 | $356k | 1.5k | 241.84 |
| 2022-09-30 | $420k | 1.9k | 219.44 |
| 2022-06-30 | $460k | 2.0k | 226.16 |
| 2022-03-31 | $519k | 1.9k | 268.49 |
| 2021-12-31 | $530k | 1.9k | 282.97 |
| 2021-09-30 | $362k | 1.4k | 263.27 |
| 2021-06-30 | $361k | 1.3k | 268.40 |
| 2021-03-31 | $348k | 1.3k | 259.90 |
| 2020-12-31 | $308k | 1.3k | 230.19 |