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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

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
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