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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Latitude Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |