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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
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