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iShares S&P MidCap 400 Index shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment 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 Garrett Investment Advisors 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 Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 24k 65.26
2025-06-30 $1.4M 23k 62.02
2025-03-31 $1.3M 23k 58.35
2024-12-31 $1.3M 21k 62.31
2024-09-30 $1.2M 20k 62.32
2024-06-30 $1.5M 26k 58.52
2024-03-31 $457k 7.5k 60.74
2023-12-31 $381k 1.4k 277.19
2023-09-30 $323k 1.3k 249.35
2023-06-30 $203k 778 261.48
2020-12-31 $282k 1.2k 229.45