iShares S&P MidCap 400 Index shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 141k | 65.26 |
| 2025-06-30 | $8.8M | 142k | 62.02 |
| 2025-03-31 | $8.1M | 138k | 58.35 |
| 2024-12-31 | $10M | 160k | 62.31 |
| 2024-09-30 | $9.9M | 156k | 63.24 |
| 2024-06-30 | $9.6M | 155k | 62.25 |
| 2024-03-31 | $8.5M | 149k | 57.01 |
| 2023-12-31 | $8.1M | 29k | 276.41 |
| 2023-09-30 | $8.7M | 36k | 246.70 |
| 2023-06-30 | $7.5M | 29k | 262.23 |
| 2023-03-31 | $7.1M | 29k | 250.05 |
| 2022-12-31 | $7.3M | 29k | 257.10 |
| 2022-09-30 | $6.7M | 29k | 233.46 |
| 2022-06-30 | $7.0M | 28k | 250.86 |
| 2022-03-31 | $7.1M | 27k | 260.29 |
| 2021-12-31 | $5.7M | 21k | 278.22 |
| 2021-09-30 | $5.2M | 19k | 274.06 |
| 2021-06-30 | $4.8M | 18k | 264.36 |
| 2021-03-31 | $4.7M | 18k | 265.84 |
| 2020-12-31 | $4.4M | 18k | 249.31 |
| 2020-09-30 | $3.2M | 17k | 193.20 |
| 2020-06-30 | $2.9M | 15k | 194.41 |
| 2020-03-31 | $1.3M | 8.8k | 150.68 |
| 2019-12-31 | $3.0M | 14k | 206.41 |
| 2019-09-30 | $2.7M | 14k | 201.05 |