iShares S&P MidCap 400 Index shares owned by LVW Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW 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 LVW 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 LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $499k | 8.0k | 62.31 |
| 2024-09-30 | $347k | 5.6k | 62.32 |
| 2024-06-30 | $303k | 5.2k | 58.52 |
| 2024-03-31 | $249k | 4.1k | 60.74 |
| 2023-12-31 | $246k | 886 | 277.15 |
| 2023-09-30 | $233k | 936 | 249.35 |
| 2023-06-30 | $245k | 936 | 261.48 |
| 2023-03-31 | $233k | 931 | 250.16 |
| 2022-12-31 | $225k | 931 | 241.89 |
| 2022-09-30 | $217k | 988 | 219.64 |