iShares S&P MidCap 400 Index shares owned by Panoramic Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Panoramic Investment Advisors
from 13F filings
Historical chart of Panoramic Investment Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Panoramic 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 Panoramic Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $530k | 8.1k | 65.26 |
| 2025-06-30 | $483k | 7.8k | 62.02 |
| 2025-03-31 | $695k | 12k | 58.35 |
| 2024-12-31 | $754k | 12k | 62.31 |
| 2024-09-30 | $791k | 13k | 62.32 |
| 2024-03-31 | $1.0M | 17k | 60.74 |
| 2023-12-31 | $967k | 3.5k | 277.18 |
| 2023-09-30 | $894k | 3.6k | 249.36 |
| 2022-12-31 | $988k | 4.1k | 241.88 |
More positions owned by Panoramic Investment Advisors
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