iShares S&P MidCap 400 Index shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 110k | 65.26 |
| 2025-06-30 | $7.3M | 118k | 62.02 |
| 2025-03-31 | $6.5M | 112k | 58.35 |
| 2024-12-31 | $7.5M | 120k | 62.31 |
| 2024-09-30 | $8.1M | 130k | 62.32 |
| 2024-06-30 | $7.1M | 121k | 58.52 |
| 2024-03-31 | $7.4M | 123k | 60.74 |
| 2023-12-31 | $53M | 191k | 277.15 |
| 2023-09-30 | $48M | 194k | 249.35 |
| 2023-06-30 | $50M | 193k | 261.48 |
| 2023-03-31 | $48M | 193k | 250.16 |
| 2022-12-31 | $48M | 197k | 241.89 |
| 2022-06-30 | $45M | 201k | 226.23 |
| 2022-03-31 | $54M | 201k | 268.34 |
| 2021-12-31 | $55M | 195k | 283.08 |
| 2021-09-30 | $50M | 189k | 263.07 |
| 2021-06-30 | $50M | 186k | 268.73 |
| 2021-03-31 | $49M | 187k | 260.28 |
| 2020-12-31 | $47M | 203k | 229.83 |
| 2020-09-30 | $39M | 210k | 185.31 |
| 2020-06-30 | $39M | 217k | 177.82 |
| 2019-12-31 | $45M | 218k | 205.82 |
| 2019-09-30 | $40M | 206k | 193.23 |
| 2019-06-30 | $36M | 184k | 194.26 |
| 2019-03-31 | $33M | 176k | 189.40 |
| 2018-12-31 | $28M | 169k | 166.06 |
| 2018-09-30 | $35M | 173k | 201.29 |
| 2018-06-30 | $33M | 167k | 194.78 |
| 2018-03-31 | $31M | 165k | 187.57 |
| 2017-12-31 | $30M | 157k | 189.78 |
| 2017-09-30 | $28M | 154k | 178.90 |
| 2017-06-30 | $26M | 151k | 173.95 |
| 2017-03-31 | $26M | 150k | 171.22 |
| 2016-12-31 | $25M | 153k | 165.34 |
| 2016-09-30 | $23M | 148k | 154.71 |
| 2016-06-30 | $22M | 144k | 149.39 |
| 2016-03-31 | $20M | 141k | 144.19 |
| 2015-12-31 | $16M | 114k | 139.32 |
| 2015-09-30 | $11M | 82k | 136.61 |
| 2015-06-30 | $6.3M | 42k | 149.99 |
| 2015-03-31 | $4.5M | 29k | 151.99 |
| 2014-12-31 | $4.3M | 30k | 144.80 |
| 2014-09-30 | $4.7M | 34k | 136.75 |
| 2014-06-30 | $5.2M | 36k | 143.08 |
| 2014-03-31 | $6.7M | 48k | 137.47 |
| 2013-12-31 | $6.4M | 48k | 133.80 |
| 2013-09-30 | $6.0M | 49k | 124.14 |
| 2013-06-30 | $1.4M | 13k | 115.46 |
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