iShares S&P MidCap 400 Index shares owned by Ellsworth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Ellsworth Advisors
from 13F filings
Historical chart of Ellsworth 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 Ellsworth 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 Ellsworth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $458k | 7.4k | 62.32 |
| 2024-06-30 | $306k | 5.2k | 58.52 |
| 2024-03-31 | $302k | 5.2k | 57.89 |
| 2023-12-31 | $330k | 1.2k | 277.21 |
| 2023-09-30 | $287k | 1.2k | 241.11 |
| 2023-06-30 | $271k | 1.0k | 261.47 |
| 2023-03-31 | $259k | 1.0k | 250.22 |