iShares S&P MidCap 400 Index shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum 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 Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 4.6k | 65.26 |
| 2025-06-30 | $284k | 4.6k | 62.02 |
| 2025-03-31 | $285k | 4.9k | 58.35 |
| 2024-12-31 | $304k | 4.9k | 62.31 |
| 2024-09-30 | $421k | 6.8k | 62.32 |
| 2024-06-30 | $396k | 6.8k | 58.52 |
| 2024-03-31 | $411k | 6.8k | 60.74 |
| 2023-12-31 | $375k | 1.4k | 277.15 |
| 2023-09-30 | $339k | 1.4k | 249.35 |
| 2023-06-30 | $354k | 1.4k | 261.48 |
| 2023-03-31 | $338k | 1.4k | 250.16 |
| 2022-12-31 | $327k | 1.4k | 241.89 |
| 2022-09-30 | $296k | 1.4k | 218.93 |
| 2022-06-30 | $306k | 1.4k | 226.33 |
| 2022-03-31 | $363k | 1.4k | 268.49 |
| 2021-12-31 | $382k | 1.4k | 282.96 |
| 2021-09-30 | $355k | 1.4k | 262.96 |
| 2021-06-30 | $701k | 2.6k | 268.89 |
| 2021-03-31 | $696k | 2.7k | 260.38 |
| 2020-12-31 | $614k | 2.7k | 229.96 |
| 2020-09-30 | $494k | 2.7k | 185.16 |
| 2020-06-30 | $474k | 2.7k | 177.93 |
| 2020-03-31 | $383k | 2.7k | 143.93 |
| 2019-12-31 | $562k | 2.7k | 205.86 |
| 2019-09-30 | $527k | 2.7k | 193.32 |
| 2019-06-30 | $515k | 2.7k | 194.27 |
| 2019-03-31 | $501k | 2.6k | 189.27 |
| 2018-12-31 | $455k | 2.7k | 166.18 |
| 2018-09-30 | $746k | 3.7k | 201.24 |
| 2018-06-30 | $707k | 3.6k | 194.66 |
| 2018-03-31 | $681k | 3.6k | 187.66 |
| 2017-12-31 | $704k | 3.7k | 189.71 |
| 2017-09-30 | $664k | 3.7k | 179.02 |
| 2017-06-30 | $624k | 3.6k | 173.96 |
| 2017-03-31 | $614k | 3.6k | 171.17 |
| 2016-12-31 | $448k | 2.7k | 165.37 |
| 2016-09-30 | $213k | 1.4k | 154.91 |
| 2016-06-30 | $205k | 1.4k | 149.09 |
| 2016-03-31 | $209k | 1.5k | 144.14 |
| 2015-12-31 | $202k | 1.5k | 139.31 |
| 2015-09-30 | $225k | 1.7k | 136.36 |
| 2015-03-31 | $251k | 1.7k | 152.30 |
| 2014-12-31 | $240k | 1.7k | 145.16 |
| 2014-09-30 | $237k | 1.7k | 143.68 |
| 2014-06-30 | $226k | 1.6k | 137.22 |
| 2014-03-31 | $226k | 1.6k | 137.22 |
| 2013-12-31 | $220k | 1.6k | 133.58 |
| 2013-09-30 | $204k | 1.6k | 123.86 |
More positions owned by Optimum Investment Advisors
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