iShares S&P MidCap 400 Index shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory 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 SJA Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 40k | 62.32 |
| 2024-06-30 | $2.3M | 40k | 58.52 |
| 2024-03-31 | $2.5M | 41k | 60.74 |
| 2023-12-31 | $2.3M | 8.4k | 277.14 |
| 2023-09-30 | $2.2M | 8.9k | 249.34 |
| 2023-06-30 | $2.4M | 9.1k | 261.47 |
| 2023-03-31 | $2.3M | 9.0k | 250.15 |
| 2022-12-31 | $2.1M | 8.6k | 241.90 |
| 2022-09-30 | $2.0M | 9.0k | 219.25 |
| 2022-06-30 | $2.0M | 9.0k | 226.24 |
| 2022-03-31 | $2.6M | 9.6k | 268.37 |
| 2021-12-31 | $2.7M | 9.6k | 283.06 |
| 2021-09-30 | $2.5M | 9.6k | 263.04 |
| 2021-06-30 | $2.6M | 9.7k | 268.78 |
| 2021-03-31 | $2.6M | 9.8k | 260.31 |
| 2020-12-31 | $2.4M | 11k | 229.83 |
| 2020-09-30 | $2.0M | 11k | 185.31 |
| 2020-06-30 | $2.2M | 12k | 177.85 |
| 2020-03-31 | $2.0M | 14k | 143.82 |
| 2019-12-31 | $2.7M | 13k | 205.80 |
| 2019-09-30 | $2.6M | 13k | 193.27 |
| 2019-06-30 | $2.6M | 13k | 194.30 |
| 2019-03-31 | $2.6M | 14k | 189.42 |
| 2018-12-31 | $2.3M | 14k | 166.03 |
| 2018-09-30 | $2.4M | 12k | 201.26 |
| 2018-06-30 | $2.3M | 12k | 194.82 |
| 2018-03-31 | $2.3M | 12k | 187.57 |
| 2017-12-31 | $2.3M | 12k | 189.80 |