iShares S&P MidCap 400 Index shares owned by Latitude Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude 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 Latitude 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 Latitude Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 5.8k | 65.26 |
| 2025-06-30 | $381k | 6.1k | 62.02 |
| 2025-03-31 | $382k | 6.5k | 58.35 |
| 2024-12-31 | $449k | 7.2k | 62.31 |
| 2024-09-30 | $598k | 9.6k | 62.32 |
| 2024-06-30 | $794k | 14k | 58.52 |
| 2024-03-31 | $906k | 15k | 60.74 |
| 2023-12-31 | $853k | 3.1k | 277.19 |
| 2023-09-30 | $745k | 3.0k | 249.37 |
| 2023-06-30 | $776k | 3.0k | 261.50 |
| 2023-03-31 | $785k | 3.1k | 250.18 |
| 2022-12-31 | $773k | 3.2k | 241.86 |
| 2022-09-30 | $829k | 3.8k | 219.20 |
| 2022-06-30 | $959k | 4.2k | 226.29 |
| 2022-03-31 | $3.0M | 11k | 268.32 |
| 2021-12-31 | $2.0M | 7.1k | 283.09 |
| 2021-09-30 | $1.6M | 6.2k | 263.01 |
| 2021-06-30 | $757k | 2.8k | 268.82 |
| 2021-03-31 | $874k | 3.4k | 255.85 |
| 2020-12-31 | $787k | 3.4k | 229.92 |