iShares S&P MidCap 400 Index shares owned by Delta Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Delta Wealth Advisors
from 13F filings
Historical chart of Delta 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 Delta 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 Delta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 87k | 65.26 |
| 2025-06-30 | $5.3M | 85k | 62.02 |
| 2025-03-31 | $4.9M | 84k | 58.35 |
| 2024-12-31 | $5.2M | 83k | 62.31 |
| 2024-09-30 | $6.1M | 98k | 62.32 |
| 2024-06-30 | $5.9M | 101k | 58.52 |
| 2024-03-31 | $6.0M | 99k | 60.74 |