iShares S&P MidCap 400 Index shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.8M | 96k | 60.74 |
| 2023-09-30 | $2.3M | 9.4k | 249.37 |
| 2023-06-30 | $2.6M | 9.9k | 261.48 |
| 2023-03-31 | $3.0M | 12k | 250.17 |
| 2022-12-31 | $2.7M | 11k | 241.89 |
| 2022-09-30 | $2.3M | 10k | 219.33 |
| 2022-06-30 | $2.3M | 10k | 226.18 |
| 2022-03-31 | $2.5M | 9.2k | 268.36 |
| 2021-12-31 | $2.4M | 8.5k | 283.24 |
| 2021-09-30 | $563k | 2.1k | 263.33 |
| 2021-06-30 | $569k | 2.1k | 268.78 |
| 2021-03-31 | $468k | 1.8k | 260.58 |
| 2020-12-31 | $369k | 1.6k | 229.19 |
| 2020-09-30 | $208k | 1.4k | 143.85 |
| 2020-06-30 | $259k | 1.5k | 178.01 |
| 2020-03-31 | $208k | 1.4k | 143.85 |
| 2019-12-31 | $679k | 3.3k | 205.82 |
| 2019-09-30 | $239k | 1.2k | 193.37 |
| 2019-06-30 | $327k | 1.7k | 194.18 |
| 2018-12-31 | $212k | 1.3k | 166.27 |
| 2018-09-30 | $577k | 2.9k | 201.26 |
More positions owned by Belpointe Asset Management
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