iShares S&P MidCap 400 Index shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital 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 Gradient Capital 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 Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 5.6k | 65.26 |
| 2025-06-30 | $348k | 5.6k | 62.02 |
| 2025-03-31 | $327k | 5.6k | 58.35 |
| 2024-12-31 | $349k | 5.6k | 62.31 |
| 2024-09-30 | $356k | 5.7k | 62.32 |
| 2024-06-30 | $334k | 5.7k | 58.52 |
| 2024-03-31 | $347k | 5.7k | 60.74 |
| 2023-12-31 | $317k | 1.1k | 277.06 |
| 2023-09-30 | $285k | 1.1k | 249.27 |
| 2023-06-30 | $299k | 1.1k | 261.40 |
| 2023-03-31 | $286k | 1.1k | 250.08 |
| 2022-12-31 | $276k | 1.1k | 241.81 |
| 2022-09-30 | $251k | 1.1k | 219.60 |
| 2022-06-30 | $278k | 1.2k | 226.57 |
| 2022-03-31 | $329k | 1.2k | 268.13 |
| 2021-12-31 | $347k | 1.2k | 282.80 |
| 2021-09-30 | $323k | 1.2k | 263.24 |
| 2021-06-30 | $350k | 1.3k | 268.61 |
| 2021-03-31 | $339k | 1.3k | 260.17 |
| 2020-12-31 | $299k | 1.3k | 229.47 |
| 2020-09-30 | $243k | 1.3k | 185.64 |
| 2020-06-30 | $233k | 1.3k | 178.00 |
| 2019-12-31 | $275k | 1.3k | 205.84 |
| 2019-09-30 | $278k | 1.4k | 193.46 |
| 2019-06-30 | $279k | 1.4k | 194.15 |
| 2019-03-31 | $272k | 1.4k | 189.42 |
| 2018-12-31 | $238k | 1.4k | 165.74 |
| 2018-09-30 | $262k | 1.3k | 201.38 |
| 2018-06-30 | $272k | 1.4k | 194.98 |
| 2018-03-31 | $262k | 1.4k | 187.81 |
| 2017-12-31 | $265k | 1.4k | 189.96 |