iShares S&P MidCap 400 Index shares owned by Private Advisor
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Private Advisor 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 Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67M | 1.0M | 65.26 |
| 2025-06-30 | $67M | 1.1M | 62.02 |
| 2025-03-31 | $59M | 1.0M | 58.35 |
| 2024-12-31 | $68M | 1.1M | 62.31 |
| 2024-09-30 | $64M | 1.0M | 62.32 |
| 2024-06-30 | $56M | 954k | 58.52 |
| 2024-03-31 | $55M | 907k | 60.74 |
| 2023-12-31 | $50M | 179k | 277.15 |
| 2023-09-30 | $45M | 178k | 249.35 |
| 2023-06-30 | $46M | 175k | 263.46 |
| 2023-03-31 | $44M | 175k | 250.16 |
| 2022-12-31 | $6.4M | 173k | 37.13 |
| 2022-09-30 | $39M | 177k | 219.26 |
| 2022-06-30 | $44M | 196k | 226.23 |
| 2022-03-31 | $61M | 215k | 283.08 |
| 2021-12-31 | $61M | 215k | 283.08 |
| 2021-09-30 | $62M | 234k | 263.07 |
| 2021-06-30 | $60M | 223k | 268.73 |
| 2021-03-31 | $59M | 228k | 260.28 |
| 2020-12-31 | $61M | 265k | 229.83 |
| 2020-09-30 | $45M | 241k | 184.96 |
| 2020-06-30 | $47M | 264k | 177.82 |
| 2020-03-31 | $46M | 320k | 143.86 |
| 2019-12-31 | $72M | 350k | 205.82 |
| 2019-09-30 | $71M | 365k | 193.53 |
| 2019-06-30 | $69M | 353k | 194.04 |
| 2019-03-31 | $82M | 433k | 189.24 |
| 2018-12-31 | $56M | 336k | 166.06 |
| 2018-09-30 | $80M | 398k | 201.29 |
| 2018-06-30 | $37M | 191k | 194.86 |
| 2018-03-31 | $37M | 198k | 187.57 |
| 2017-12-31 | $35M | 181k | 193.70 |
| 2017-09-30 | $65M | 361k | 180.72 |
| 2017-06-30 | $65M | 374k | 173.75 |
| 2017-03-31 | $52M | 358k | 144.28 |
| 2016-12-31 | $43M | 256k | 168.07 |
| 2016-09-30 | $27M | 175k | 152.88 |
| 2016-06-30 | $31M | 206k | 148.57 |
| 2016-03-31 | $23M | 159k | 144.24 |
| 2015-12-31 | $19M | 137k | 139.31 |
| 2015-09-30 | $16M | 120k | 136.60 |
| 2015-06-30 | $17M | 111k | 149.98 |
| 2015-03-31 | $15M | 97k | 151.98 |
| 2014-12-31 | $12M | 81k | 144.79 |
| 2014-09-30 | $12M | 87k | 136.74 |
| 2014-06-30 | $8.2M | 57k | 143.08 |
| 2014-03-31 | $7.3M | 53k | 137.47 |
| 2013-12-31 | $5.1M | 38k | 133.81 |