iShares S&P MidCap 400 Index shares owned by Lebenthal Global Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lebenthal Global Advisors
from 13F filings
Historical chart of Lebenthal Global Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Lebenthal Global 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 Lebenthal Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 135k | 65.26 |
| 2025-06-30 | $8.2M | 133k | 62.02 |
| 2025-03-31 | $7.6M | 131k | 58.35 |
| 2024-12-31 | $8.0M | 128k | 62.31 |
| 2024-09-30 | $5.9M | 95k | 62.32 |
| 2024-06-30 | $2.7M | 47k | 58.52 |
| 2024-03-31 | $2.9M | 48k | 60.74 |
| 2023-12-31 | $2.7M | 9.7k | 277.15 |
| 2020-12-31 | $8.0k | 36 | 222.22 |