iShares S&P MidCap 400 Index shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Concurrent Investment 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 Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $35M | 525k | 66.00 |
| 2025-09-30 | $33M | 499k | 65.26 |
| 2025-06-30 | $31M | 499k | 62.02 |
| 2025-03-31 | $22M | 379k | 58.35 |
| 2024-12-31 | $26M | 409k | 62.31 |
| 2024-09-30 | $28M | 450k | 62.32 |
| 2024-06-30 | $25M | 433k | 58.52 |
| 2024-03-31 | $26M | 419k | 60.74 |
| 2023-12-31 | $23M | 81k | 277.15 |
More positions owned by Concurrent Investment Advisors
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