iShares S&P MidCap 400 Index shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth 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 Aventura Private Wealth 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 Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $226k | 2.9k | 77.11 |
| 2026-03-31 | $53k | 781 | 67.53 |
| 2025-12-31 | $52k | 781 | 66.00 |
| 2025-09-30 | $52k | 791 | 65.26 |
| 2025-06-30 | $49k | 791 | 62.02 |
| 2025-03-31 | $46k | 791 | 58.35 |
| 2024-12-31 | $44k | 710 | 62.31 |