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iShares S&P MidCap 400 Index shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management 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 Litman Gregory Asset Management 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $41M 629k 65.26
2025-06-30 $41M 668k 62.02
2025-03-31 $51M 871k 58.35
2021-03-31 $3.0k 12 250.00
2020-12-31 $3.0k 12 250.00
2019-12-31 $21k 104 201.92
2019-09-30 $20k 104 192.31
2019-06-30 $20k 104 192.31