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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
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