iShares S&P MidCap 400 Index shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $67M | 1.1M | 62.32 |
| 2024-06-30 | $63M | 1.1M | 58.52 |
| 2024-03-31 | $65M | 1.1M | 60.74 |
| 2023-12-31 | $56M | 203k | 277.15 |
| 2023-09-30 | $48M | 192k | 249.35 |
| 2023-06-30 | $44M | 170k | 261.48 |
| 2023-03-31 | $38M | 150k | 250.16 |
| 2022-12-31 | $32M | 120k | 264.28 |
| 2022-09-30 | $27M | 123k | 219.26 |
| 2022-06-30 | $31M | 136k | 226.23 |
| 2022-03-31 | $24M | 90k | 268.34 |
| 2021-12-31 | $25M | 88k | 283.08 |
| 2021-09-30 | $22M | 83k | 263.07 |
| 2021-06-30 | $21M | 79k | 268.73 |
| 2021-03-31 | $20M | 76k | 260.28 |
| 2020-12-31 | $1.9M | 8.1k | 229.82 |
| 2020-09-30 | $1.4M | 7.6k | 185.31 |
| 2020-06-30 | $3.3M | 19k | 177.82 |
| 2020-03-31 | $3.1M | 22k | 143.86 |
| 2019-12-31 | $3.9M | 19k | 205.82 |
| 2019-09-30 | $2.8M | 15k | 193.24 |
| 2019-06-30 | $2.9M | 15k | 194.26 |
| 2019-03-31 | $2.8M | 29k | 96.22 |
| 2018-12-31 | $2.5M | 15k | 166.06 |
| 2018-09-30 | $3.1M | 16k | 201.31 |
| 2018-06-30 | $3.1M | 30k | 104.00 |
| 2018-03-31 | $97k | 520 | 186.54 |
| 2017-12-31 | $70k | 368 | 190.22 |
More positions owned by Moneta Group Investment Advisors
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