iShares S&P MidCap 400 Index shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset 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 Matrix Asset 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 Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 5.6k | 65.26 |
| 2025-06-30 | $342k | 5.5k | 62.02 |