iShares S&P MidCap 400 Index shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale 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 Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.6M | 74k | 62.31 |
| 2024-09-30 | $4.6M | 75k | 62.32 |
| 2024-06-30 | $4.6M | 78k | 58.52 |
| 2024-03-31 | $4.8M | 80k | 60.74 |
| 2023-09-30 | $4.7M | 19k | 249.35 |
| 2023-06-30 | $4.0M | 15k | 261.48 |
| 2023-03-31 | $3.7M | 15k | 250.16 |
| 2022-12-31 | $3.3M | 14k | 241.89 |
| 2022-09-30 | $3.2M | 14k | 219.26 |
| 2022-06-30 | $3.1M | 14k | 226.22 |
| 2022-03-31 | $3.3M | 12k | 268.35 |
| 2021-12-31 | $3.6M | 13k | 283.07 |
| 2021-09-30 | $3.7M | 14k | 263.08 |
| 2021-06-30 | $3.3M | 12k | 268.74 |
| 2021-03-31 | $3.2M | 12k | 260.29 |
| 2020-12-31 | $2.9M | 13k | 229.83 |
| 2020-09-30 | $2.6M | 14k | 185.29 |
| 2020-06-30 | $2.4M | 13k | 177.82 |
| 2020-03-31 | $2.1M | 15k | 143.87 |
| 2019-12-31 | $2.1M | 10k | 200.46 |
| 2019-09-30 | $2.3M | 12k | 198.99 |
| 2019-06-30 | $2.2M | 12k | 188.58 |
| 2019-03-31 | $2.2M | 12k | 189.44 |
| 2018-12-31 | $2.2M | 12k | 186.35 |
| 2018-09-30 | $3.4M | 18k | 190.65 |
| 2018-06-30 | $3.4M | 18k | 194.79 |
| 2018-03-31 | $3.1M | 17k | 187.55 |
More positions owned by Mount Yale Investment Advisors
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