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iShares S&P MidCap 400 Index shares owned by Delos Wealth Advisors

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

Historical chart of Delos Wealth 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 Delos Wealth 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 Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $131k 2.0k 65.26
2025-06-30 $124k 2.0k 62.02
2023-09-30 $11k 40 264.30
2023-06-30 $11k 40 261.50
2023-03-31 $10k 40 250.18
2022-12-31 $9.7k 40 241.90
2022-09-30 $9.0k 40 225.00
2022-06-30 $9.0k 40 225.00
2022-03-31 $11k 40 275.00
2021-12-31 $11k 40 275.00