iShares S&P MidCap 400 Index shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment 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 LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 67k | 65.26 |
| 2025-06-30 | $4.6M | 75k | 62.02 |
| 2025-03-31 | $5.0M | 85k | 58.35 |
| 2024-12-31 | $5.4M | 87k | 62.31 |
| 2024-09-30 | $5.4M | 86k | 62.32 |
| 2024-06-30 | $5.0M | 86k | 58.52 |
| 2024-03-31 | $6.5M | 107k | 60.74 |
| 2023-12-31 | $5.6M | 20k | 277.15 |
| 2023-09-30 | $5.1M | 21k | 242.10 |
| 2023-06-30 | $5.5M | 21k | 261.48 |
| 2023-03-31 | $5.3M | 21k | 250.16 |
| 2022-12-31 | $5.7M | 24k | 241.89 |
| 2022-09-30 | $5.1M | 23k | 219.28 |
| 2022-06-30 | $4.7M | 21k | 226.24 |
| 2022-03-31 | $2.0M | 7.5k | 268.31 |
| 2021-12-31 | $2.2M | 7.7k | 283.06 |
| 2021-09-30 | $2.0M | 150k | 13.45 |
| 2021-06-30 | $2.1M | 7.6k | 268.78 |
| 2021-03-31 | $2.0M | 7.6k | 260.31 |
| 2020-12-31 | $1.8M | 7.6k | 229.80 |
| 2020-09-30 | $1.4M | 7.6k | 185.33 |
| 2020-06-30 | $1.4M | 7.6k | 177.78 |
| 2020-03-31 | $1.1M | 7.7k | 143.91 |
| 2019-12-31 | $1.6M | 7.6k | 205.79 |
| 2019-09-30 | $1.5M | 7.6k | 193.18 |
| 2019-06-30 | $1.4M | 7.2k | 194.28 |
| 2019-03-31 | $1.4M | 7.2k | 189.35 |
| 2018-12-31 | $1.1M | 6.7k | 166.09 |
| 2018-09-30 | $1.3M | 6.7k | 201.26 |
| 2018-06-30 | $1.3M | 6.7k | 194.85 |
| 2018-03-31 | $1.1M | 5.7k | 187.56 |
| 2017-12-31 | $1.1M | 5.6k | 189.80 |
| 2017-09-30 | $1.0M | 5.6k | 179.00 |
| 2017-06-30 | $979k | 5.6k | 173.92 |
| 2017-03-31 | $963k | 5.6k | 171.20 |
| 2016-12-31 | $929k | 5.6k | 165.36 |
| 2016-09-30 | $846k | 5.5k | 154.69 |
| 2016-06-30 | $797k | 5.3k | 149.31 |
| 2016-03-31 | $774k | 5.4k | 144.27 |
| 2015-12-31 | $701k | 5.0k | 139.23 |