iShares S&P MidCap 400 Index shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata 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 Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $477k | 7.7k | 62.32 |
| 2024-06-30 | $454k | 7.8k | 58.52 |
| 2024-03-31 | $459k | 7.6k | 60.74 |
| 2023-12-31 | $207k | 746 | 277.10 |
| 2022-03-31 | $311k | 1.2k | 268.57 |
| 2021-12-31 | $303k | 1.1k | 282.65 |
| 2021-09-30 | $310k | 1.2k | 263.38 |