iShares S&P MidCap 400 Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Valeo Financial Advisors 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 Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 66k | 60.74 |
| 2023-12-31 | $3.4M | 12k | 277.15 |
| 2023-09-30 | $3.0M | 12k | 249.34 |
| 2023-06-30 | $3.1M | 12k | 261.48 |
| 2023-03-31 | $3.0M | 12k | 250.17 |
| 2022-12-31 | $2.6M | 11k | 241.91 |
| 2022-09-30 | $2.5M | 11k | 219.27 |
| 2022-06-30 | $2.5M | 11k | 226.25 |
| 2022-03-31 | $3.3M | 12k | 268.32 |
| 2021-12-31 | $3.3M | 12k | 283.11 |
| 2021-09-30 | $2.9M | 11k | 263.10 |
| 2021-06-30 | $2.5M | 9.4k | 268.68 |
| 2021-03-31 | $2.4M | 9.3k | 260.22 |
| 2020-12-31 | $2.2M | 9.4k | 229.78 |
| 2020-09-30 | $1.7M | 9.2k | 185.29 |
| 2020-06-30 | $1.7M | 9.7k | 177.85 |
| 2020-03-31 | $1.9M | 12k | 156.43 |
| 2019-12-31 | $2.6M | 13k | 205.82 |
| 2019-09-30 | $2.4M | 12k | 193.22 |
| 2019-06-30 | $2.0M | 10k | 194.27 |
| 2019-03-31 | $1.7M | 8.9k | 189.38 |
| 2018-12-31 | $1.5M | 9.0k | 166.11 |
| 2018-09-30 | $1.6M | 8.5k | 182.00 |
| 2018-06-30 | $1.7M | 8.5k | 198.43 |
| 2018-03-31 | $1.2M | 6.3k | 187.53 |
| 2017-12-31 | $973k | 5.1k | 189.67 |
| 2017-09-30 | $607k | 3.4k | 178.95 |