iShares S&P MidCap 400 Index shares owned by Warner Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Warner Financial
from 13F filings
Historical chart of Warner 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 Warner 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 Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $827k | 13k | 65.28 |
| 2025-06-30 | $783k | 13k | 62.00 |
| 2025-03-31 | $735k | 13k | 58.38 |
| 2024-12-31 | $743k | 12k | 62.31 |
| 2024-09-30 | $647k | 10k | 62.29 |
| 2024-06-30 | $557k | 9.5k | 58.56 |
| 2024-03-31 | $569k | 9.4k | 60.78 |
| 2023-12-31 | $336k | 1.2k | 277.46 |