iShares S&P MidCap 400 Index shares owned by LM Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by LM Advisors
from 13F filings
Historical chart of LM 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 LM 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 LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $617k | 9.5k | 65.26 |
| 2025-06-30 | $586k | 9.5k | 61.98 |
| 2025-03-31 | $595k | 10k | 58.30 |
| 2024-12-31 | $589k | 9.5k | 62.30 |
| 2024-09-30 | $767k | 12k | 62.36 |
| 2024-03-31 | $793k | 13k | 60.77 |
| 2023-12-31 | $959k | 3.5k | 277.15 |