iShares S&P MidCap 400 Index shares owned by United Advisor Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group 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 United Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 11k | 65.26 |
| 2025-06-30 | $606k | 9.8k | 62.02 |
| 2025-03-31 | $570k | 9.8k | 58.35 |
| 2024-12-31 | $617k | 9.9k | 62.31 |
| 2024-09-30 | $647k | 10k | 62.32 |
| 2024-06-30 | $348k | 5.9k | 58.52 |
| 2024-03-31 | $207k | 3.4k | 60.74 |