iShares S&P MidCap 400 Index shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Delta Financial 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 Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 8.5k | 277.15 |
| 2023-09-30 | $2.1M | 8.5k | 249.36 |
| 2023-06-30 | $2.2M | 8.5k | 261.49 |
| 2023-03-31 | $2.1M | 8.5k | 250.16 |
| 2022-12-31 | $2.4M | 10k | 241.88 |
| 2022-09-30 | $2.2M | 10k | 219.27 |
| 2022-06-30 | $2.3M | 10k | 226.26 |
| 2022-03-31 | $2.7M | 10k | 268.36 |
| 2021-12-31 | $2.8M | 10k | 283.05 |
| 2021-09-30 | $2.6M | 10k | 263.09 |
| 2021-06-30 | $2.7M | 10k | 268.68 |
| 2021-03-31 | $2.8M | 11k | 260.28 |
| 2020-12-31 | $2.5M | 11k | 229.80 |
| 2020-09-30 | $2.0M | 11k | 185.28 |
| 2020-06-30 | $1.9M | 11k | 177.81 |
| 2020-03-31 | $1.6M | 11k | 143.82 |
| 2019-12-31 | $2.6M | 13k | 205.80 |
| 2019-09-30 | $2.5M | 13k | 193.23 |
| 2019-06-30 | $2.6M | 13k | 194.25 |