iShares S&P MidCap 400 Index shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source 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 Source 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 Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 21k | 62.32 |
| 2024-06-30 | $1.2M | 21k | 58.52 |
| 2024-03-31 | $1.2M | 19k | 60.74 |
| 2023-12-31 | $844k | 3.0k | 277.11 |
| 2023-09-30 | $739k | 3.0k | 249.36 |
| 2023-06-30 | $931k | 3.6k | 261.45 |
| 2023-03-31 | $865k | 3.5k | 250.13 |
| 2022-12-31 | $936k | 3.9k | 241.88 |
| 2022-09-30 | $832k | 3.8k | 219.29 |
| 2022-06-30 | $569k | 2.5k | 226.06 |
| 2022-03-31 | $692k | 2.6k | 268.43 |
| 2021-12-31 | $1.0M | 3.6k | 283.15 |
| 2021-09-30 | $879k | 3.3k | 263.02 |
| 2021-06-30 | $815k | 3.0k | 268.80 |
| 2021-03-31 | $1.2M | 4.6k | 260.23 |
| 2020-12-31 | $1.0M | 4.4k | 229.81 |