iShares S&P MidCap 400 Index shares owned by Values Added Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial 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 Values Added 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 Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 5.9k | 65.26 |
| 2025-06-30 | $418k | 6.7k | 62.02 |
| 2025-03-31 | $393k | 6.7k | 58.35 |
| 2024-12-31 | $461k | 7.4k | 62.31 |
| 2024-09-30 | $461k | 7.4k | 62.32 |
| 2024-06-30 | $433k | 7.4k | 58.52 |
| 2024-03-31 | $399k | 6.6k | 60.74 |
| 2023-12-31 | $365k | 1.3k | 277.15 |