iShares S&P MidCap 400 Index shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Meritage Portfolio Management 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 Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 5.0k | 65.26 |
| 2025-06-30 | $252k | 4.1k | 62.02 |
| 2025-03-31 | $205k | 3.5k | 58.35 |
| 2024-12-31 | $217k | 3.5k | 62.31 |
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