iShares S&P MidCap 400 Index shares owned by Bellwether Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether 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 Bellwether Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.9M | 95k | 62.32 |
| 2024-06-30 | $5.5M | 94k | 58.52 |
| 2024-03-31 | $5.6M | 93k | 60.74 |
| 2023-12-31 | $5.1M | 19k | 277.15 |
| 2023-09-30 | $4.6M | 19k | 249.35 |
| 2023-06-30 | $4.9M | 19k | 261.48 |
| 2023-03-31 | $4.7M | 19k | 250.16 |
| 2022-12-31 | $4.6M | 19k | 241.89 |
| 2022-09-30 | $4.3M | 20k | 219.25 |
| 2022-06-30 | $5.2M | 23k | 226.20 |
| 2022-03-31 | $7.2M | 27k | 268.32 |
| 2021-12-31 | $7.6M | 27k | 283.07 |
| 2021-09-30 | $7.2M | 27k | 263.48 |
| 2021-06-30 | $7.6M | 29k | 268.72 |
| 2021-03-31 | $7.4M | 28k | 260.28 |
| 2020-12-31 | $6.6M | 29k | 229.81 |