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iShares S&P MidCap 400 Index shares owned by Alpha Cubed Investments

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Alpha Cubed Investments from 13F filings

Historical chart of Alpha Cubed Investments 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 Alpha Cubed Investments 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 Alpha Cubed Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $292k 4.8k 60.74
2023-12-31 $249k 900 277.15
2023-09-30 $253k 1.0k 249.35
2023-06-30 $362k 1.4k 261.48
2023-03-31 $294k 1.2k 250.16
2022-12-31 $234k 966 241.89
2022-09-30 $257k 1.2k 219.47
2022-06-30 $301k 1.3k 226.15
2022-03-31 $392k 1.5k 268.49
2021-12-31 $369k 1.3k 282.98
2021-09-30 $343k 1.3k 263.04
2021-06-30 $350k 1.3k 268.40
2021-03-31 $342k 1.3k 260.08
2020-12-31 $319k 1.4k 229.50
2020-09-30 $297k 1.6k 185.05
2020-06-30 $301k 1.7k 177.58
2020-03-31 $345k 2.4k 143.75
2019-12-31 $554k 2.7k 205.64
2019-09-30 $518k 2.7k 193.07
2019-06-30 $404k 2.1k 194.23
2019-03-31 $424k 2.2k 189.37
2018-12-31 $347k 2.1k 165.95
2018-09-30 $299k 1.6k 186.41
2018-06-30 $355k 1.8k 194.84
2018-03-31 $201k 1.1k 188.03