iShares S&P MidCap 400 Index shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.8M | 87k | 67.53 |
| 2025-12-31 | $2.0M | 30k | 66.00 |
| 2025-06-30 | $1.1M | 15k | 75.75 |
| 2025-03-31 | $945k | 16k | 58.35 |
| 2024-12-31 | $1.0M | 16k | 62.31 |
| 2024-09-30 | $34k | 551 | 62.31 |
| 2024-06-30 | $32k | 549 | 58.54 |
| 2024-03-31 | $33k | 548 | 60.74 |
| 2023-12-31 | $30k | 109 | 278.08 |
| 2023-09-30 | $22k | 87 | 248.20 |
| 2023-06-30 | $23k | 87 | 260.26 |
| 2023-03-31 | $22k | 86 | 251.15 |
| 2022-12-31 | $21k | 86 | 241.90 |
| 2022-09-30 | $4.0k | 19 | 210.53 |
| 2022-06-30 | $4.0k | 19 | 210.53 |
| 2022-03-31 | $5.0k | 19 | 263.16 |
| 2021-12-31 | $115k | 407 | 282.56 |
| 2021-09-30 | $106k | 404 | 262.38 |
| 2021-06-30 | $109k | 404 | 269.80 |
| 2020-12-31 | $1.0k | 4 | 250.00 |
| 2020-09-30 | $8.0k | 44 | 181.82 |
| 2020-06-30 | $5.0k | 26 | 192.31 |
| 2020-03-31 | $16k | 114 | 140.35 |
| 2019-09-30 | $11k | 55 | 200.00 |
| 2019-06-30 | $30k | 155 | 193.55 |