iShares S&P MidCap 400 Index shares owned by Ballew Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew 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 Ballew 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 Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 44k | 65.08 |
| 2025-06-30 | $2.7M | 43k | 63.79 |
| 2025-03-31 | $2.2M | 41k | 54.37 |
| 2024-12-31 | $2.5M | 40k | 62.37 |
| 2024-09-30 | $2.4M | 38k | 62.30 |
| 2024-06-30 | $2.2M | 37k | 60.79 |
| 2024-03-31 | $2.1M | 36k | 58.78 |
| 2023-12-31 | $2.0M | 7.5k | 270.22 |
| 2023-09-30 | $1.7M | 7.2k | 243.30 |
| 2023-06-30 | $1.9M | 7.3k | 265.87 |
| 2023-03-31 | $1.9M | 7.3k | 256.78 |
| 2022-12-31 | $1.8M | 7.0k | 255.89 |
| 2022-09-30 | $1.7M | 7.4k | 225.23 |
| 2022-06-30 | $1.6M | 7.2k | 225.46 |
| 2022-03-31 | $1.9M | 7.1k | 263.43 |
| 2021-12-31 | $1.6M | 5.8k | 277.36 |
| 2021-09-30 | $1.4M | 5.1k | 268.12 |
| 2021-06-30 | $1.3M | 5.1k | 266.51 |
| 2021-03-31 | $2.7M | 10k | 263.95 |
| 2020-12-31 | $1.3M | 5.3k | 241.37 |
| 2020-09-30 | $1.0M | 5.3k | 193.94 |
| 2020-06-30 | $936k | 5.3k | 175.87 |
| 2020-03-31 | $706k | 4.9k | 143.93 |
| 2019-12-31 | $948k | 4.6k | 205.37 |
| 2019-09-30 | $841k | 4.5k | 185.69 |
| 2019-06-30 | $632k | 3.2k | 194.64 |
| 2019-03-31 | $570k | 2.9k | 197.71 |
| 2018-12-31 | $307k | 1.7k | 185.27 |
| 2018-09-30 | $118k | 657 | 179.60 |
| 2018-06-30 | $115k | 591 | 194.59 |
| 2018-03-31 | $70k | 373 | 187.67 |