iShares S&P MidCap 400 Index shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling 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 Sterling Investment Advisors 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 Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 117k | 62.32 |
| 2024-06-30 | $6.6M | 113k | 58.52 |
| 2024-03-31 | $7.6M | 124k | 60.74 |
| 2023-12-31 | $6.9M | 25k | 277.16 |
| 2023-09-30 | $7.4M | 30k | 249.36 |
| 2023-06-30 | $8.1M | 31k | 261.48 |
| 2023-03-31 | $7.9M | 32k | 250.17 |
| 2022-12-31 | $7.7M | 32k | 241.89 |
| 2022-09-30 | $7.1M | 33k | 219.27 |
| 2022-06-30 | $7.5M | 33k | 226.24 |
| 2022-03-31 | $9.2M | 34k | 268.35 |
| 2021-12-31 | $9.5M | 34k | 283.08 |
| 2021-09-30 | $8.9M | 34k | 263.06 |
| 2021-06-30 | $8.7M | 32k | 268.72 |
| 2021-03-31 | $8.8M | 34k | 260.27 |
| 2020-12-31 | $8.1M | 35k | 229.84 |
| 2020-09-30 | $6.6M | 36k | 185.31 |
| 2020-06-30 | $6.5M | 36k | 177.83 |
| 2020-03-31 | $5.0M | 35k | 143.86 |
| 2019-12-31 | $6.8M | 33k | 205.83 |
| 2019-09-30 | $6.5M | 34k | 193.23 |
| 2019-06-30 | $6.5M | 33k | 194.26 |
| 2019-03-31 | $6.2M | 33k | 189.41 |
| 2018-12-31 | $5.7M | 34k | 166.05 |
| 2018-09-30 | $6.7M | 33k | 201.30 |
| 2018-06-30 | $6.5M | 34k | 194.78 |
| 2018-03-31 | $6.5M | 35k | 187.56 |
| 2017-12-31 | $6.5M | 34k | 189.79 |
| 2017-09-30 | $5.9M | 34k | 173.96 |
| 2017-06-30 | $5.9M | 34k | 173.96 |
| 2017-03-31 | $5.7M | 33k | 171.21 |
| 2016-12-31 | $5.5M | 33k | 165.33 |
| 2016-09-30 | $5.4M | 35k | 154.71 |
| 2016-06-30 | $5.1M | 34k | 149.38 |
| 2016-03-31 | $5.0M | 35k | 144.18 |
| 2015-12-31 | $4.8M | 34k | 139.33 |
| 2015-09-30 | $4.6M | 34k | 136.60 |
| 2015-06-30 | $5.0M | 34k | 149.98 |
| 2015-03-31 | $5.4M | 36k | 151.99 |
| 2014-12-31 | $5.3M | 36k | 144.79 |
More positions owned by Sterling Investment Advisors
View all positions for Sterling Investment Advisors