Great Valley Advisor Group »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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