iShares S&P MidCap 400 Index shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 26k | 62.32 |
| 2024-06-30 | $1.5M | 26k | 58.52 |
| 2023-12-31 | $1.5M | 5.3k | 277.15 |
| 2021-06-30 | $309k | 1.1k | 273.45 |
| 2021-03-31 | $294k | 1.1k | 260.18 |
| 2020-12-31 | $260k | 1.1k | 230.09 |
| 2020-09-30 | $209k | 1.1k | 184.96 |
| 2020-06-30 | $201k | 1.1k | 177.88 |
| 2019-12-31 | $233k | 1.1k | 206.19 |
| 2019-09-30 | $218k | 1.1k | 192.92 |
| 2019-06-30 | $220k | 1.1k | 194.69 |
| 2019-03-31 | $214k | 1.1k | 189.38 |
| 2018-09-30 | $228k | 1.1k | 201.77 |
| 2018-06-30 | $220k | 1.1k | 194.69 |
| 2018-03-31 | $222k | 1.2k | 187.34 |
| 2017-12-31 | $332k | 1.7k | 189.82 |
More positions owned by Lake Street Advisors Group
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