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iShares S&P MidCap 400 Index shares owned by Carrera Capital Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Carrera Capital Advisors from 13F filings

Historical chart of Carrera Capital 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 Carrera Capital 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 Carrera Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 20k 65.26
2025-06-30 $1.3M 21k 62.02
2025-03-31 $1.4M 25k 58.35
2024-12-31 $1.8M 29k 62.31
2024-09-30 $2.2M 35k 62.32
2024-06-30 $1.9M 32k 58.52