iShares S&P MidCap 400 Index shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 3.6k | 65.26 |
| 2025-06-30 | $175k | 2.8k | 62.02 |
| 2025-03-31 | $184k | 3.2k | 58.35 |
| 2024-12-31 | $196k | 3.2k | 62.31 |
| 2024-09-30 | $196k | 3.2k | 62.32 |
| 2024-06-30 | $184k | 3.2k | 58.52 |
| 2024-03-31 | $191k | 3.2k | 60.74 |
| 2023-12-31 | $175k | 630 | 277.15 |
| 2023-09-30 | $157k | 630 | 249.35 |
| 2023-06-30 | $45k | 180 | 250.11 |
| 2023-03-31 | $45k | 180 | 250.16 |
| 2022-12-31 | $1.2k | 5 | 241.80 |
| 2022-09-30 | $1.0k | 5 | 200.00 |
| 2022-06-30 | $1.0k | 5 | 200.00 |
| 2021-06-30 | $24k | 90 | 266.67 |
| 2020-12-31 | $23k | 101 | 227.72 |