iShares S&P MidCap 400 Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.6M | 141k | 60.71 |
| 2023-12-31 | $7.8M | 28k | 277.15 |
| 2023-09-30 | $5.9M | 24k | 249.35 |
| 2023-06-30 | $6.1M | 23k | 261.48 |
| 2023-03-31 | $5.7M | 23k | 250.16 |
| 2022-12-31 | $5.3M | 22k | 241.89 |
| 2022-09-30 | $5.1M | 23k | 219.27 |
| 2022-06-30 | $5.3M | 23k | 226.24 |
| 2022-03-31 | $6.5M | 24k | 268.35 |
| 2021-12-31 | $7.0M | 25k | 283.09 |
| 2021-06-30 | $6.6M | 24k | 268.73 |
| 2021-03-31 | $7.2M | 28k | 260.28 |
| 2020-12-31 | $6.9M | 30k | 229.84 |
| 2020-09-30 | $3.1M | 17k | 185.32 |
| 2020-06-30 | $6.2M | 35k | 177.83 |
| 2019-12-31 | $7.5M | 36k | 205.81 |