iShares S&P MidCap 400 Index shares owned by Marshall Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group 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 Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $836k | 13k | 65.26 |
| 2025-06-30 | $851k | 14k | 63.15 |
| 2025-03-31 | $875k | 15k | 58.35 |
| 2024-12-31 | $997k | 16k | 62.31 |
| 2024-09-30 | $1.0M | 16k | 62.32 |