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iShares S&P MidCap 400 Index shares owned by SC&H Financial Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SC&H Financial Advisors from 13F filings

Historical chart of SC&H 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 SC&H 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 SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $618k 10k 60.74
2023-12-31 $542k 2.0k 277.22
2023-09-30 $636k 2.6k 249.31
2023-06-30 $667k 2.6k 261.43
2023-03-31 $637k 2.5k 250.14
2022-12-31 $811k 3.4k 241.88
2022-09-30 $656k 3.0k 219.32
2022-06-30 $729k 3.2k 226.19
2022-03-31 $393k 1.5k 268.26
2021-12-31 $336k 1.2k 282.83