iShares S&P MidCap 400 Index shares owned by Brightwater Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Brightwater Advisory
from 13F filings
Historical chart of Brightwater Advisory 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 Brightwater Advisory 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 Brightwater Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 41k | 65.26 |
| 2025-06-30 | $2.5M | 40k | 62.02 |
| 2025-03-31 | $2.3M | 39k | 58.35 |
| 2024-12-31 | $2.0M | 32k | 62.31 |
| 2024-09-30 | $2.0M | 33k | 62.32 |
| 2024-06-30 | $1.7M | 29k | 58.52 |
| 2024-03-31 | $522k | 8.6k | 60.74 |