iShares S&P MidCap 400 Index shares owned by Capital Analysts
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Capital Analysts 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 Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $53M | 191k | 277.18 |
| 2023-09-30 | $51M | 206k | 249.35 |
| 2023-06-30 | $54M | 205k | 261.46 |
| 2023-03-31 | $50M | 200k | 250.15 |
| 2022-12-31 | $47M | 194k | 241.90 |
| 2022-09-30 | $41M | 187k | 219.26 |
| 2022-06-30 | $42M | 186k | 226.23 |
| 2022-03-31 | $48M | 179k | 268.31 |
| 2021-12-31 | $51M | 179k | 283.08 |
| 2021-09-30 | $47M | 180k | 263.07 |
| 2021-06-30 | $47M | 176k | 268.73 |
| 2021-03-31 | $47M | 180k | 260.28 |
| 2020-12-31 | $37M | 162k | 229.83 |
| 2020-09-30 | $31M | 169k | 185.31 |
| 2020-06-30 | $29M | 162k | 177.82 |
| 2020-03-31 | $26M | 179k | 143.86 |
| 2019-12-31 | $39M | 191k | 205.82 |
| 2019-09-30 | $36M | 188k | 193.23 |
| 2019-06-30 | $36M | 183k | 194.26 |
| 2019-03-31 | $35M | 186k | 189.40 |
| 2018-12-31 | $30M | 178k | 166.06 |
| 2018-09-30 | $37M | 183k | 201.29 |
| 2018-06-30 | $36M | 184k | 194.78 |
| 2018-03-31 | $34M | 179k | 187.57 |
| 2017-12-31 | $11k | 580 | 18.97 |
| 2017-09-30 | $30M | 170k | 178.90 |
| 2017-06-30 | $28M | 161k | 173.95 |
| 2017-03-31 | $26M | 153k | 171.22 |
| 2016-12-31 | $1.2M | 7.3k | 165.30 |
| 2016-09-30 | $833k | 5.4k | 154.71 |
| 2016-06-30 | $668k | 4.5k | 149.39 |
| 2016-03-31 | $829k | 5.7k | 144.20 |
| 2015-12-31 | $884k | 6.3k | 139.34 |
| 2015-09-30 | $772k | 5.7k | 136.63 |
| 2015-06-30 | $829k | 5.5k | 150.01 |
| 2015-03-31 | $871k | 5.7k | 151.99 |
| 2014-12-31 | $806k | 5.6k | 144.82 |
| 2014-09-30 | $740k | 5.4k | 136.76 |
| 2014-06-30 | $608k | 4.3k | 143.10 |
| 2014-03-31 | $561k | 4.1k | 137.49 |
| 2013-12-31 | $495k | 3.7k | 133.83 |
| 2013-09-30 | $451k | 3.6k | 124.16 |
| 2013-06-30 | $439k | 3.8k | 115.52 |
| 2013-03-31 | $432k | 3.8k | 115.09 |
| 2012-12-31 | $380k | 3.7k | 101.72 |