iShares S&P MidCap 400 Index shares owned by Carson Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Carson 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 Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $352k | 5.6k | 62.32 |
| 2024-06-30 | $271k | 4.6k | 58.52 |
| 2024-03-31 | $263k | 4.3k | 60.75 |
| 2023-12-31 | $216k | 778 | 277.00 |
| 2023-06-30 | $203k | 776 | 261.44 |
| 2023-03-31 | $216k | 862 | 250.28 |
| 2022-12-31 | $204k | 841 | 241.96 |
| 2022-06-30 | $208k | 921 | 225.84 |
| 2022-03-31 | $253k | 945 | 267.72 |
| 2021-12-31 | $268k | 948 | 282.70 |