iShares S&P MidCap 400 Index shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 901k | 65.26 |
| 2025-06-30 | $56M | 895k | 62.02 |
| 2025-03-31 | $53M | 903k | 58.35 |
| 2024-12-31 | $48M | 769k | 62.31 |
| 2024-09-30 | $42M | 674k | 62.32 |
| 2024-06-30 | $39M | 659k | 58.52 |
| 2024-03-31 | $29M | 480k | 60.75 |
| 2023-12-31 | $2.1M | 7.6k | 277.14 |
| 2023-09-30 | $1.8M | 7.3k | 249.33 |
| 2023-06-30 | $2.2M | 8.6k | 261.49 |
| 2023-03-31 | $1.9M | 7.5k | 250.17 |
| 2022-12-31 | $1.7M | 7.1k | 241.89 |
| 2022-09-30 | $1.7M | 7.8k | 219.26 |
| 2022-06-30 | $1.8M | 8.0k | 226.27 |
| 2018-09-30 | $1.5M | 7.7k | 201.28 |
| 2018-06-30 | $1.5M | 7.6k | 194.73 |
| 2018-03-31 | $1.3M | 6.7k | 187.58 |
| 2017-12-31 | $1.2M | 6.5k | 189.82 |
| 2017-09-30 | $1.2M | 6.5k | 178.85 |
| 2013-09-30 | $61k | 493 | 123.73 |
More positions owned by Warren Averett Asset Management
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