iShares S&P MidCap 400 Index shares owned by Investment Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory 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 Investment Advisory Group 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 Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 89k | 65.26 |
| 2025-06-30 | $4.9M | 78k | 62.02 |
| 2025-03-31 | $4.2M | 71k | 58.35 |
| 2024-12-31 | $3.7M | 60k | 62.31 |
| 2024-09-30 | $3.2M | 51k | 62.32 |
| 2024-06-30 | $2.0M | 33k | 58.52 |
| 2024-03-31 | $1.4M | 24k | 60.74 |
| 2023-12-31 | $1.2M | 4.2k | 277.14 |
| 2023-09-30 | $906k | 3.6k | 249.33 |
| 2023-06-30 | $916k | 3.5k | 261.46 |
| 2023-03-31 | $854k | 3.4k | 250.14 |
| 2022-12-31 | $948k | 3.9k | 241.87 |
| 2022-09-30 | $763k | 3.5k | 219.25 |
| 2022-06-30 | $775k | 3.4k | 226.48 |
| 2022-03-31 | $893k | 3.3k | 268.25 |
| 2021-12-31 | $910k | 3.4k | 267.33 |