iShares S&P MidCap 400 Index shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial 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 Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Morling Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $133k | 2.1k | 62.31 |
2024-06-30 | $125k | 2.1k | 58.51 |
2024-03-31 | $122k | 2.0k | 60.73 |
2023-12-31 | $116k | 417 | 277.15 |
2023-09-30 | $101k | 403 | 249.33 |
2023-06-30 | $106k | 404 | 261.27 |
2023-03-31 | $101k | 402 | 250.46 |
2022-12-31 | $97k | 401 | 241.85 |
2022-09-30 | $88k | 401 | 219.45 |
2022-06-30 | $90k | 398 | 226.13 |
2022-03-31 | $107k | 401 | 266.83 |
2021-12-31 | $113k | 399 | 283.21 |
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