iShares S&P MidCap 400 Index shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial 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 RTD Financial 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 RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 630k | 65.26 |
| 2025-06-30 | $37M | 590k | 62.02 |
| 2025-03-31 | $44M | 751k | 58.35 |
| 2024-12-31 | $46M | 731k | 62.31 |
| 2024-09-30 | $31M | 494k | 62.32 |
| 2024-06-30 | $5.1M | 86k | 58.52 |
| 2024-03-31 | $3.3M | 54k | 60.74 |
| 2023-12-31 | $1.9M | 6.8k | 277.15 |