iShares S&P MidCap 400 Index shares owned by Bright Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bright Financial Advisors
from 13F filings
Historical chart of Bright Financial 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 Bright Financial 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 Bright Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 98k | 65.26 |
| 2025-06-30 | $6.0M | 96k | 62.02 |
| 2025-03-31 | $5.0M | 87k | 58.35 |
| 2024-12-31 | $5.7M | 91k | 62.31 |
| 2024-09-30 | $5.9M | 94k | 62.32 |
| 2024-06-30 | $5.3M | 91k | 58.52 |
| 2024-03-31 | $20M | 150k | 133.34 |