iShares S&P MidCap 400 Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $15M | 244k | 62.32 |
2024-06-30 | $15M | 254k | 58.52 |
2024-03-31 | $15M | 254k | 60.74 |
2023-12-31 | $15M | 53k | 277.15 |
2023-09-30 | $5.7M | 23k | 249.35 |
2023-06-30 | $5.3M | 20k | 261.48 |
2023-03-31 | $6.5M | 26k | 250.16 |
2022-12-31 | $6.1M | 25k | 241.89 |
2022-09-30 | $4.7M | 21k | 219.28 |
2022-06-30 | $5.7M | 25k | 226.28 |
2022-03-31 | $7.3M | 27k | 268.38 |
2021-12-31 | $6.3M | 22k | 283.07 |
2021-09-30 | $2.4M | 9.0k | 263.03 |
2021-06-30 | $5.6M | 21k | 268.71 |
2021-03-31 | $4.8M | 19k | 260.31 |
2020-12-31 | $4.0M | 17k | 229.81 |
2020-09-30 | $3.2M | 17k | 185.29 |
2020-06-30 | $0 | 0 | 0.00 |
2020-03-31 | $2.4M | 17k | 143.86 |
2019-12-31 | $3.3M | 16k | 205.82 |
2019-09-30 | $2.7M | 14k | 193.22 |
2019-06-30 | $2.9M | 15k | 194.27 |
2019-03-31 | $2.5M | 13k | 189.38 |
2018-12-31 | $2.0M | 12k | 166.07 |
2018-09-30 | $2.4M | 12k | 201.27 |
2018-06-30 | $2.3M | 12k | 194.79 |
2018-03-31 | $2.2M | 12k | 187.55 |
2017-12-31 | $2.2M | 11k | 189.82 |
2017-09-30 | $2.0M | 11k | 178.92 |
2017-06-30 | $2.0M | 12k | 173.96 |
2017-03-31 | $1.8M | 11k | 171.19 |
2016-12-31 | $1.8M | 11k | 165.30 |
2016-09-30 | $1.5M | 9.9k | 154.69 |
2016-06-30 | $1.8M | 12k | 149.39 |
2016-03-31 | $13k | 1.9k | 6.94 |
2015-12-31 | $679k | 4.7k | 144.84 |
2015-09-30 | $654k | 4.8k | 136.53 |
2015-06-30 | $695k | 4.6k | 149.95 |
2015-03-31 | $703k | 4.6k | 152.07 |
2014-12-31 | $679k | 4.7k | 144.84 |
2014-09-30 | $691k | 5.1k | 136.70 |
2014-06-30 | $676k | 4.7k | 143.16 |
2014-03-31 | $621k | 4.5k | 137.39 |
2013-12-31 | $641k | 4.8k | 133.90 |
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