iShares S&P MidCap 400 Index shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 19k | 65.26 |
| 2025-06-30 | $1.2M | 19k | 62.02 |
| 2025-03-31 | $1.1M | 19k | 58.35 |
| 2024-12-31 | $1.3M | 22k | 62.31 |
| 2024-09-30 | $1.3M | 22k | 62.32 |
| 2024-06-30 | $469k | 7.7k | 60.74 |
| 2024-03-31 | $469k | 7.7k | 60.74 |
| 2023-12-31 | $427k | 1.5k | 277.09 |
| 2023-09-30 | $385k | 1.5k | 249.34 |