iShares S&P MidCap 400 Index shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial 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 Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 52k | 65.26 |
| 2025-06-30 | $3.3M | 53k | 62.02 |
| 2025-03-31 | $3.2M | 54k | 58.35 |
| 2024-12-31 | $3.6M | 58k | 62.31 |
| 2024-09-30 | $3.9M | 62k | 62.32 |
| 2024-06-30 | $3.6M | 62k | 58.52 |
| 2024-03-31 | $3.5M | 58k | 60.74 |
| 2023-09-30 | $2.6M | 10k | 249.41 |
| 2023-06-30 | $2.7M | 10k | 261.54 |
| 2023-03-31 | $2.5M | 10k | 250.19 |
| 2022-12-31 | $565k | 2.3k | 241.91 |
| 2022-09-30 | $512k | 2.3k | 219.27 |
| 2022-06-30 | $263k | 1.2k | 228.30 |
| 2022-03-31 | $313k | 1.2k | 267.52 |
| 2021-12-31 | $321k | 1.1k | 283.82 |
| 2021-09-30 | $349k | 1.3k | 262.41 |
| 2021-06-30 | $320k | 1.2k | 268.68 |
| 2021-03-31 | $310k | 1.2k | 260.29 |
| 2020-12-31 | $274k | 1.2k | 230.06 |
| 2020-09-30 | $230k | 1.2k | 184.29 |
| 2020-06-30 | $229k | 1.3k | 177.80 |
| 2020-03-31 | $211k | 1.5k | 143.73 |
| 2019-12-31 | $357k | 1.7k | 206.12 |
More positions owned by Perennial Investment Advisors
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