iShares S&P MidCap 400 Index shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial 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 Independent Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $18M | 261k | 67.53 |
| 2025-09-30 | $19M | 293k | 65.26 |
| 2025-06-30 | $17M | 279k | 62.02 |
| 2025-03-31 | $17M | 283k | 58.35 |
| 2024-12-31 | $18M | 290k | 62.31 |
| 2024-09-30 | $17M | 266k | 62.32 |
| 2024-06-30 | $15M | 258k | 58.52 |
| 2024-03-31 | $15M | 252k | 60.74 |
| 2023-12-31 | $13M | 46k | 277.15 |
| 2023-09-30 | $11M | 43k | 249.35 |
| 2023-06-30 | $11M | 41k | 261.48 |
| 2023-03-31 | $9.9M | 40k | 250.16 |
| 2022-12-31 | $9.2M | 38k | 241.90 |
| 2022-09-30 | $8.0M | 36k | 219.27 |
| 2022-06-30 | $8.1M | 36k | 226.23 |
| 2022-03-31 | $9.6M | 36k | 268.34 |
| 2021-12-31 | $9.9M | 35k | 283.08 |
| 2021-09-30 | $8.8M | 33k | 263.07 |
| 2021-06-30 | $7.5M | 28k | 268.73 |
| 2021-03-31 | $6.9M | 27k | 260.28 |
| 2020-12-31 | $3.5M | 15k | 229.83 |
| 2020-09-30 | $465k | 2.5k | 185.31 |
| 2020-06-30 | $582k | 3.3k | 177.83 |
| 2020-03-31 | $517k | 3.6k | 143.86 |
More positions owned by Independent Financial Group
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