iShares S&P MidCap 400 Index shares owned by Avalon Trust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust 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 Avalon Trust 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 Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 5.4k | 65.26 |
| 2025-06-30 | $336k | 5.4k | 62.02 |
| 2025-03-31 | $97k | 1.7k | 58.35 |
| 2024-12-31 | $103k | 1.7k | 62.31 |
| 2024-09-30 | $103k | 1.7k | 62.32 |
| 2024-06-30 | $97k | 1.7k | 58.52 |
| 2024-03-31 | $101k | 1.7k | 60.74 |
| 2023-12-31 | $92k | 331 | 277.15 |