iShares S&P MidCap 400 Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast 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 Ballast 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 Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 940 | 65.26 |
| 2025-06-30 | $58k | 940 | 62.02 |
| 2025-03-31 | $55k | 940 | 58.35 |
| 2024-12-31 | $59k | 940 | 62.31 |
| 2024-09-30 | $105k | 1.7k | 62.32 |
| 2024-06-30 | $99k | 1.7k | 58.52 |
| 2024-03-31 | $103k | 1.7k | 60.74 |
| 2023-12-31 | $96k | 347 | 277.41 |
| 2023-09-30 | $107k | 428 | 249.35 |
| 2023-06-30 | $112k | 428 | 261.48 |
| 2023-03-31 | $107k | 428 | 250.16 |
| 2022-12-31 | $104k | 428 | 241.89 |
| 2022-09-30 | $94k | 428 | 219.63 |
| 2022-06-30 | $97k | 428 | 226.64 |
| 2022-03-31 | $115k | 428 | 268.69 |
| 2021-12-31 | $121k | 428 | 282.71 |
| 2021-09-30 | $113k | 428 | 264.02 |
| 2021-06-30 | $115k | 428 | 268.69 |
| 2021-03-31 | $111k | 428 | 259.35 |
| 2020-12-31 | $98k | 428 | 228.97 |
| 2020-09-30 | $79k | 428 | 184.58 |
| 2020-06-30 | $83k | 464 | 178.88 |
| 2020-03-31 | $60k | 419 | 143.20 |
| 2019-12-31 | $101k | 490 | 206.12 |