iShares S&P MidCap 400 Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell 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 Powell 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 Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $445k | 7.3k | 60.74 |
| 2023-12-31 | $484k | 1.7k | 277.10 |
| 2023-09-30 | $364k | 1.5k | 250.46 |
| 2023-06-30 | $380k | 1.5k | 261.45 |
| 2023-03-31 | $462k | 1.8k | 250.21 |
| 2022-12-31 | $349k | 1.4k | 241.85 |
| 2022-09-30 | $261k | 1.2k | 218.96 |
| 2022-06-30 | $324k | 1.4k | 226.26 |
| 2022-03-31 | $273k | 1.0k | 268.17 |
| 2021-12-31 | $288k | 1.0k | 283.46 |
| 2021-09-30 | $266k | 1.0k | 263.11 |
| 2021-06-30 | $272k | 1.0k | 269.04 |
| 2021-03-31 | $266k | 1.0k | 260.02 |
| 2020-12-31 | $192k | 834 | 230.22 |
| 2020-09-30 | $155k | 834 | 185.85 |
| 2020-06-30 | $148k | 834 | 177.46 |
| 2020-03-31 | $120k | 834 | 143.88 |
| 2019-12-31 | $189k | 917 | 206.11 |
More positions owned by Powell Investment Advisors
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