iShares S&P MidCap 400 Index shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit 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 Sierra Summit 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 Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $584k | 9.0k | 65.26 |
| 2025-06-30 | $555k | 9.0k | 62.02 |
| 2025-03-31 | $522k | 9.0k | 58.35 |
| 2024-12-31 | $577k | 9.3k | 62.31 |
| 2024-09-30 | $558k | 9.0k | 62.32 |
| 2024-06-30 | $550k | 9.4k | 58.52 |
| 2024-03-31 | $267k | 4.4k | 60.74 |
| 2023-12-31 | $244k | 880 | 277.15 |