iShares S&P MidCap 400 Index shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $88k | 319 | 277.15 |
| 2023-09-30 | $80k | 319 | 249.35 |
| 2023-06-30 | $83k | 319 | 261.48 |
| 2023-03-31 | $80k | 319 | 250.16 |
| 2022-12-31 | $122k | 504 | 241.89 |
| 2022-09-30 | $88k | 400 | 220.00 |
| 2022-06-30 | $90k | 400 | 225.00 |
| 2022-03-31 | $107k | 400 | 267.50 |
| 2021-12-31 | $113k | 400 | 282.50 |
| 2021-09-30 | $105k | 400 | 262.50 |
| 2021-06-30 | $107k | 400 | 267.50 |
| 2021-03-31 | $104k | 400 | 260.00 |
| 2020-12-31 | $92k | 400 | 230.00 |
| 2020-09-30 | $74k | 400 | 185.00 |
More positions owned by Bourgeon Capital Management
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