iShares S&P MidCap 400 Index shares owned by Lion Street Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street 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 Lion Street 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 Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $417k | 1.5k | 278.65 |
| 2025-06-30 | $485k | 7.8k | 62.02 |
| 2025-03-31 | $462k | 7.9k | 58.35 |
| 2024-12-31 | $462k | 7.4k | 62.30 |
| 2024-09-30 | $431k | 6.9k | 62.33 |
| 2024-06-30 | $375k | 6.4k | 58.51 |
| 2024-03-31 | $363k | 1.3k | 277.30 |
| 2023-12-31 | $363k | 1.3k | 277.30 |
| 2023-09-30 | $357k | 1.4k | 249.31 |
| 2023-06-30 | $417k | 1.5k | 278.65 |
| 2023-03-31 | $337k | 1.3k | 250.19 |
| 2022-12-31 | $231k | 828 | 278.65 |
| 2022-06-30 | $231k | 828 | 278.99 |
| 2022-03-31 | $223k | 830 | 268.67 |
| 2021-12-31 | $235k | 828 | 283.82 |
| 2021-09-30 | $218k | 828 | 263.29 |
| 2020-12-31 | $789k | 3.9k | 201.28 |
| 2020-09-30 | $1.4M | 7.2k | 188.33 |
| 2020-06-30 | $383k | 2.2k | 177.64 |
| 2020-03-31 | $166k | 1.2k | 143.85 |
| 2019-12-31 | $367k | 1.8k | 204.57 |