iShares S&P MidCap 400 Index shares owned by Berger Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group 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 Berger Financial Group 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 Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 3.6k | 65.27 |
| 2025-06-30 | $214k | 3.4k | 62.03 |
| 2025-03-31 | $309k | 5.3k | 58.35 |
| 2024-03-31 | $383k | 6.3k | 60.74 |
| 2023-12-31 | $350k | 1.3k | 277.25 |
| 2023-09-30 | $315k | 1.3k | 249.42 |
| 2023-06-30 | $330k | 1.3k | 261.55 |
| 2023-03-31 | $316k | 1.3k | 250.22 |
| 2022-12-31 | $305k | 1.3k | 241.93 |
| 2022-06-30 | $326k | 1.4k | 226.39 |
| 2022-03-31 | $426k | 1.6k | 268.26 |
| 2021-12-31 | $452k | 1.6k | 283.03 |
| 2021-09-30 | $370k | 1.4k | 262.97 |
| 2021-06-30 | $378k | 1.4k | 268.66 |
| 2021-03-31 | $294k | 1.1k | 260.41 |
| 2020-12-31 | $259k | 1.1k | 229.41 |