iShares S&P MidCap 400 Index shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Rise 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 Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $619k | 9.9k | 62.32 |
| 2024-06-30 | $667k | 11k | 58.52 |
| 2024-03-31 | $690k | 11k | 60.74 |
| 2023-12-31 | $665k | 2.4k | 277.10 |
| 2023-09-30 | $640k | 2.6k | 249.32 |
| 2023-06-30 | $948k | 3.6k | 261.46 |
| 2023-03-31 | $925k | 3.7k | 250.15 |
| 2022-12-31 | $938k | 3.9k | 241.89 |
| 2022-09-30 | $1.1M | 4.9k | 219.23 |
| 2022-06-30 | $1.1M | 4.9k | 226.22 |
| 2022-03-31 | $1.3M | 4.8k | 268.33 |
| 2021-12-31 | $1.4M | 5.1k | 283.08 |