iShares S&P MidCap 400 Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 51k | 65.26 |
| 2025-06-30 | $3.6M | 58k | 62.02 |
| 2025-03-31 | $3.7M | 64k | 58.35 |
| 2024-12-31 | $4.0M | 64k | 62.31 |
| 2024-09-30 | $4.1M | 66k | 62.32 |
| 2024-06-30 | $3.9M | 66k | 58.52 |
| 2024-03-31 | $4.7M | 77k | 60.74 |
| 2023-12-31 | $4.4M | 16k | 277.15 |
| 2023-09-30 | $4.0M | 16k | 249.34 |
| 2023-06-30 | $4.3M | 16k | 261.47 |
| 2023-03-31 | $4.8M | 19k | 250.16 |
| 2022-12-31 | $4.7M | 19k | 241.89 |
| 2022-09-30 | $4.2M | 19k | 219.26 |
| 2022-06-30 | $4.2M | 19k | 226.22 |
| 2022-03-31 | $5.3M | 20k | 268.33 |
| 2021-12-31 | $5.6M | 20k | 282.77 |
| 2021-09-30 | $5.2M | 20k | 263.04 |
| 2021-06-30 | $5.4M | 20k | 268.71 |
| 2021-03-31 | $5.5M | 21k | 260.28 |
| 2020-12-31 | $5.6M | 22k | 251.48 |