iShares S&P MidCap 400 Index shares owned by Symphony Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Symphony Financial 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 Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 50k | 65.41 |
| 2025-06-30 | $3.1M | 49k | 63.41 |
| 2025-03-31 | $3.7M | 63k | 58.36 |
| 2024-12-31 | $16M | 246k | 65.26 |
| 2024-09-30 | $16M | 256k | 62.20 |
| 2024-06-30 | $15M | 254k | 58.30 |
| 2024-03-31 | $13M | 213k | 60.74 |
| 2023-12-31 | $16M | 57k | 271.42 |
| 2023-09-30 | $28M | 113k | 249.12 |
| 2023-06-30 | $20M | 77k | 260.07 |
| 2023-03-31 | $17M | 70k | 245.96 |
| 2022-12-31 | $18M | 73k | 249.98 |
| 2022-09-30 | $10M | 47k | 221.07 |
| 2022-06-30 | $14M | 62k | 228.78 |
| 2022-03-31 | $19M | 75k | 255.19 |
| 2021-12-31 | $15M | 53k | 284.31 |
| 2021-09-30 | $9.2M | 34k | 267.21 |
| 2021-06-30 | $8.4M | 31k | 268.59 |
| 2021-03-31 | $13M | 35k | 360.88 |
| 2020-12-31 | $2.3M | 10k | 226.32 |