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
Download as csvQuarterly 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 |