iShares S&P MidCap 400 Index shares owned by Ashford Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Ashford Advisors
from 13F filings
Historical chart of Ashford 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 Ashford 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 Ashford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $518k | 7.9k | 65.26 |
| 2025-06-30 | $1.8M | 4.0k | 440.65 |
| 2025-03-31 | $365k | 6.3k | 58.35 |
| 2024-12-31 | $389k | 6.3k | 62.31 |
| 2024-09-30 | $390k | 6.3k | 62.32 |
| 2024-06-30 | $366k | 6.3k | 58.52 |
| 2024-03-31 | $76k | 1.3k | 60.74 |
| 2023-12-31 | $346k | 1.3k | 277.15 |
| 2023-09-30 | $312k | 1.3k | 249.35 |
| 2023-06-30 | $327k | 1.3k | 261.48 |
| 2023-03-31 | $313k | 1.3k | 250.16 |
| 2022-12-31 | $302k | 1.3k | 241.89 |
| 2022-09-30 | $408k | 1.9k | 219.35 |
| 2022-06-30 | $421k | 1.9k | 226.34 |
| 2022-03-31 | $499k | 1.9k | 268.28 |
| 2021-12-31 | $527k | 1.9k | 283.33 |
| 2021-09-30 | $489k | 1.9k | 262.90 |
| 2021-06-30 | $500k | 1.9k | 268.82 |
| 2021-03-31 | $484k | 1.9k | 260.22 |
| 2020-12-31 | $427k | 1.9k | 229.57 |