iShares S&P MidCap 400 Index shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $40M | 596k | 67.53 |
| 2025-12-31 | $2.1M | 32k | 66.00 |
| 2025-09-30 | $2.0M | 31k | 65.26 |
| 2025-06-30 | $1.8M | 29k | 62.02 |
| 2025-03-31 | $1.7M | 30k | 58.35 |
| 2024-12-31 | $31M | 500k | 62.31 |
| 2024-09-30 | $1.9M | 31k | 62.32 |
| 2024-06-30 | $2.2M | 37k | 58.52 |
| 2024-03-31 | $1.5M | 24k | 60.74 |
| 2023-12-31 | $1.3M | 4.5k | 277.13 |
| 2023-09-30 | $1.2M | 4.7k | 249.37 |
| 2023-06-30 | $1.4M | 5.2k | 261.50 |
| 2023-03-31 | $785k | 3.1k | 250.19 |
| 2022-12-31 | $777k | 3.2k | 241.86 |
| 2022-09-30 | $758k | 3.5k | 219.27 |
| 2022-06-30 | $798k | 3.5k | 226.32 |
| 2022-03-31 | $1.1M | 4.2k | 268.43 |
| 2021-12-31 | $1.3M | 4.6k | 283.14 |
| 2021-09-30 | $1.2M | 4.6k | 262.98 |
| 2021-06-30 | $1.2M | 4.6k | 268.83 |
| 2021-03-31 | $1.0M | 4.0k | 260.24 |
| 2020-12-31 | $904k | 3.9k | 229.79 |
| 2020-09-30 | $1.1M | 5.7k | 193.11 |
| 2020-06-30 | $1.2M | 6.4k | 189.14 |
| 2020-03-31 | $909k | 6.3k | 143.92 |
| 2019-12-31 | $32M | 157k | 205.82 |
| 2019-09-30 | $2.0M | 10k | 199.16 |
| 2019-03-31 | $1.5M | 7.8k | 189.39 |
| 2018-12-31 | $1.1M | 5.7k | 185.35 |
| 2018-03-31 | $819k | 4.9k | 167.11 |
| 2017-03-31 | $5.2M | 31k | 168.77 |
More positions owned by Independent Advisor Alliance
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