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iShares S&P MidCap 400 Index shares owned by Financial Symmetry

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Financial Symmetry from 13F filings

Historical chart of Financial Symmetry 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 Symmetry 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 Financial Symmetry

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 3.3k 65.25
2025-06-30 $203k 3.3k 62.03
2025-03-31 $269k 4.6k 58.35
2024-12-31 $203k 3.3k 62.31
2024-09-30 $213k 3.4k 62.32