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iShares S&P MidCap 400 Index shares owned by Sovereign Investment Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sovereign Investment Advisors from 13F filings

Historical chart of Sovereign Investment 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 Sovereign Investment 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 Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.4M 94k 67.53
2023-06-30 $840k 3.2k 261.44
2021-06-30 $873k 3.2k 268.78
2021-03-31 $845k 3.2k 260.16
2020-12-31 $746k 3.2k 229.68
2020-09-30 $13M 71k 185.31
2020-06-30 $13M 71k 177.83
2020-03-31 $9.4M 65k 143.86
2019-12-31 $13M 65k 205.83