iShares S&P MidCap 400 Index shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Medallion Wealth 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 Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $274k | 4.1k | 67.53 |
| 2025-12-31 | $296k | 4.5k | 66.00 |
| 2025-09-30 | $304k | 4.7k | 65.26 |
| 2025-06-30 | $293k | 4.7k | 62.79 |
| 2025-03-31 | $273k | 4.6k | 58.66 |
| 2024-12-31 | $263k | 4.2k | 62.31 |