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iShares S&P MidCap 400 Index shares owned by Grey Fox Wealth Advisors

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

Historical chart of Grey Fox Wealth 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 Grey Fox Wealth 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 63k 65.26
2025-06-30 $4.0M 64k 62.02
2025-03-31 $3.3M 57k 58.35
2024-12-31 $3.3M 53k 62.31
2024-09-30 $3.3M 53k 62.32
2024-06-30 $2.9M 50k 58.52
2024-03-31 $3.0M 50k 60.74
2023-12-31 $2.8M 10k 277.16
2023-09-30 $2.7M 11k 250.49
2023-06-30 $3.4M 13k 261.49
2023-03-31 $3.3M 13k 250.16
2022-12-31 $3.0M 12k 241.89