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
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Financial Life Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |