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
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $571k | 8.8k | 65.26 |
| 2025-06-30 | $543k | 8.8k | 62.02 |
| 2025-03-31 | $511k | 8.8k | 58.35 |
| 2024-12-31 | $558k | 9.0k | 62.31 |
| 2024-09-30 | $558k | 9.0k | 62.32 |
| 2024-06-30 | $492k | 8.4k | 58.52 |
| 2024-03-31 | $511k | 8.4k | 60.74 |
| 2023-12-31 | $466k | 1.7k | 277.15 |
| 2023-09-30 | $419k | 1.7k | 249.35 |
| 2023-06-30 | $440k | 1.7k | 261.48 |
| 2023-03-31 | $415k | 1.7k | 250.16 |
| 2022-12-31 | $402k | 1.7k | 241.89 |
| 2022-09-30 | $364k | 1.7k | 219.28 |
| 2022-06-30 | $1.7M | 7.5k | 226.51 |
| 2022-03-31 | $2.0M | 7.5k | 268.07 |
| 2021-12-31 | $2.4M | 8.4k | 282.95 |
| 2021-09-30 | $2.3M | 8.6k | 263.02 |
| 2021-06-30 | $4.3M | 8.7k | 491.07 |
| 2021-03-31 | $2.3M | 8.7k | 260.44 |
| 2020-12-31 | $1.8M | 7.8k | 230.00 |
| 2020-09-30 | $1.5M | 7.9k | 185.45 |
| 2020-06-30 | $1.5M | 8.2k | 177.27 |
| 2020-03-31 | $1.2M | 8.4k | 143.64 |
| 2019-12-31 | $1.8M | 8.7k | 205.45 |
| 2019-09-30 | $1.7M | 8.7k | 193.64 |
| 2019-06-30 | $3.1M | 8.8k | 354.64 |
| 2019-03-31 | $3.3M | 9.6k | 345.44 |
| 2018-12-31 | $1.6M | 9.6k | 165.45 |
| 2018-09-30 | $3.5M | 9.6k | 367.45 |
| 2018-06-30 | $1.9M | 9.6k | 194.05 |
| 2018-03-31 | $1.8M | 9.8k | 187.89 |
| 2017-12-31 | $1.9M | 9.9k | 189.94 |
| 2017-09-30 | $3.2M | 9.7k | 326.36 |
| 2017-06-30 | $3.1M | 9.8k | 317.60 |
| 2017-03-31 | $1.7M | 9.8k | 171.11 |
| 2016-12-31 | $1.6M | 9.9k | 165.56 |
More positions owned by Sterling Investment Advisors
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