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iShares S&P MidCap 400 Index shares owned by Bragg Financial Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bragg Financial Advisors from 13F filings

Historical chart of Bragg Financial Advisors 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 Bragg Financial Advisors 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 Bragg Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $825k 14k 60.74
2023-09-30 $591k 2.4k 249.35
2023-06-30 $620k 2.4k 261.48
2023-03-31 $597k 2.4k 250.16
2022-12-31 $577k 2.4k 241.89
2022-09-30 $526k 2.4k 219.08
2022-06-30 $543k 2.4k 226.16
2022-03-31 $644k 2.4k 268.22
2021-12-31 $553k 2.1k 263.21
2021-09-30 $553k 2.1k 263.21
2021-06-30 $566k 2.1k 268.76
2021-03-31 $548k 2.1k 260.21
2020-12-31 $484k 2.1k 229.82
2020-09-30 $390k 2.1k 185.19
2020-06-30 $374k 2.1k 177.59
2020-03-31 $303k 2.1k 143.87
2019-12-31 $431k 2.1k 205.73
2019-09-30 $405k 2.1k 193.32
2019-06-30 $407k 2.1k 194.27
2019-03-31 $397k 2.1k 189.50
2018-12-31 $349k 2.1k 166.11
2018-09-30 $420k 2.1k 201.44
2018-06-30 $371k 1.9k 194.75
2018-03-31 $357k 1.9k 187.40
2017-12-31 $382k 2.0k 190.05
2017-09-30 $341k 1.9k 179.00
2017-06-30 $331k 1.9k 173.75
2017-03-31 $326k 1.9k 171.13
2016-12-31 $315k 1.9k 165.35
2016-09-30 $295k 1.9k 154.86
2016-06-30 $285k 1.9k 149.61
2016-03-31 $275k 1.9k 144.36
2015-12-31 $265k 1.9k 139.11
2015-09-30 $260k 1.9k 136.48
2015-06-30 $295k 2.0k 150.13
2015-03-31 $299k 2.0k 152.16
2014-12-31 $268k 1.9k 144.86
2014-09-30 $253k 1.9k 136.76
2014-06-30 $265k 1.9k 143.24
2014-03-31 $254k 1.9k 137.30
2013-12-31 $248k 1.9k 134.05
2013-09-30 $230k 1.9k 124.32
2013-03-31 $217k 1.9k 115.12
2012-09-30 $210k 2.1k 98.59
2012-06-30 $270k 2.9k 94.24
2011-12-31 $251k 2.9k 87.61