iShares S&P MidCap 400 Index shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 146k | 65.26 |
| 2025-06-30 | $11M | 176k | 62.02 |
| 2025-03-31 | $9.4M | 161k | 58.35 |
| 2024-12-31 | $9.9M | 159k | 62.31 |
| 2024-09-30 | $8.6M | 138k | 62.32 |
| 2024-06-30 | $8.5M | 146k | 58.52 |
| 2024-03-31 | $8.0M | 132k | 60.74 |
| 2023-12-31 | $7.6M | 27k | 277.15 |
| 2023-09-30 | $5.3M | 21k | 249.35 |
| 2023-06-30 | $5.7M | 22k | 261.46 |
| 2023-03-31 | $8.0M | 32k | 250.16 |
| 2022-12-31 | $5.2M | 22k | 241.89 |
| 2022-09-30 | $3.6M | 17k | 219.24 |
| 2022-06-30 | $4.2M | 18k | 226.22 |
| 2022-03-31 | $4.5M | 17k | 269.46 |
| 2021-12-31 | $5.0M | 18k | 282.39 |
| 2021-09-30 | $5.1M | 20k | 263.09 |
| 2021-06-30 | $4.8M | 18k | 268.37 |
| 2021-03-31 | $1.8M | 7.0k | 260.26 |
| 2020-12-31 | $2.1M | 9.2k | 229.75 |
| 2020-09-30 | $1.9M | 10k | 185.27 |
| 2020-06-30 | $1.9M | 11k | 177.77 |
| 2020-03-31 | $1.6M | 11k | 143.79 |
| 2019-12-31 | $3.3M | 16k | 205.85 |
| 2019-09-30 | $3.5M | 18k | 193.22 |
| 2019-06-30 | $3.3M | 17k | 194.30 |
| 2019-03-31 | $3.2M | 17k | 189.38 |
More positions owned by Great Valley Advisor Group
View all positions for Great Valley Advisor Group