iShares S&P MidCap 400 Index shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 14k | 65.26 |
| 2025-06-30 | $860k | 14k | 62.02 |
| 2025-03-31 | $745k | 13k | 58.35 |
| 2024-12-31 | $868k | 14k | 62.31 |
| 2024-09-30 | $887k | 14k | 62.32 |
| 2024-06-30 | $916k | 16k | 58.52 |
| 2024-03-31 | $1.1M | 18k | 60.74 |
| 2023-12-31 | $977k | 3.5k | 277.18 |
| 2023-09-30 | $1.2M | 4.9k | 249.38 |
| 2023-06-30 | $1.1M | 4.4k | 261.51 |
| 2023-03-31 | $1.1M | 4.6k | 250.17 |
| 2022-12-31 | $1.3M | 5.3k | 241.90 |
| 2022-09-30 | $1.4M | 6.4k | 219.26 |
| 2022-06-30 | $1.6M | 6.9k | 226.16 |
| 2022-03-31 | $1.9M | 7.0k | 268.35 |
| 2021-12-31 | $2.6M | 9.2k | 283.06 |
| 2021-09-30 | $1.7M | 6.3k | 263.13 |
| 2021-06-30 | $1.9M | 7.1k | 260.26 |
| 2021-03-31 | $1.9M | 7.1k | 260.26 |
| 2020-12-31 | $1.6M | 7.1k | 229.87 |