iShares S&P MidCap 400 Index shares owned by Financial Life Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Financial Life Advisors
from 13F filings
Historical chart of Financial Life 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 Financial Life Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Financial Life Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $229k | 3.7k | 62.32 |
2024-06-30 | $282k | 4.8k | 58.52 |
2024-03-31 | $293k | 4.8k | 60.74 |
2023-12-31 | $263k | 947 | 277.15 |
2023-09-30 | $269k | 1.1k | 249.35 |
2023-06-30 | $360k | 1.4k | 261.48 |
2023-03-31 | $1.2M | 4.6k | 250.16 |
2022-12-31 | $1.4M | 5.7k | 241.89 |
2022-09-30 | $3.3M | 15k | 219.26 |
2022-06-30 | $3.8M | 17k | 226.25 |
2022-03-31 | $4.6M | 17k | 268.35 |
2021-12-31 | $4.8M | 17k | 283.05 |
2021-09-30 | $4.3M | 16k | 263.17 |
2021-06-30 | $4.0M | 15k | 268.72 |
2021-03-31 | $4.1M | 16k | 260.24 |
2020-12-31 | $3.7M | 16k | 229.79 |
2020-09-30 | $3.0M | 16k | 185.26 |
2020-06-30 | $2.8M | 16k | 177.82 |
2020-03-31 | $2.4M | 17k | 143.84 |
2019-12-31 | $2.9M | 14k | 205.79 |
2019-09-30 | $2.8M | 14k | 193.24 |
2019-06-30 | $2.6M | 14k | 194.23 |
2019-03-31 | $2.4M | 13k | 189.40 |
2018-12-31 | $1.9M | 11k | 166.10 |
2018-09-30 | $2.2M | 11k | 201.31 |
2018-06-30 | $1.8M | 9.5k | 194.77 |
2018-03-31 | $1.2M | 6.7k | 183.14 |
2017-12-31 | $1.5M | 7.9k | 189.77 |