iShares S&P MidCap 400 Index shares owned by Windsor Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Windsor Advisory Group
from 13F filings
Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $36k | 575 | 62.02 |
| 2024-12-31 | $675k | 11k | 62.31 |
| 2024-09-30 | $740k | 12k | 62.32 |
| 2023-12-31 | $14k | 52 | 277.15 |
| 2023-03-31 | $14k | 55 | 252.22 |
| 2022-12-31 | $27k | 113 | 242.86 |