iShares S&P MidCap 400 Index shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $235k | 3.9k | 60.74 |
| 2023-12-31 | $349k | 1.3k | 277.15 |
| 2023-09-30 | $1.9M | 7.6k | 249.35 |
| 2023-06-30 | $252k | 940 | 268.47 |
| 2023-03-31 | $235k | 940 | 250.16 |
| 2022-12-31 | $227k | 940 | 241.89 |
| 2022-09-30 | $212k | 940 | 225.53 |
| 2022-06-30 | $237k | 1.0k | 225.93 |
| 2022-03-31 | $252k | 940 | 268.09 |
| 2021-12-31 | $269k | 950 | 283.16 |
| 2021-09-30 | $247k | 940 | 262.77 |
| 2021-06-30 | $259k | 964 | 268.67 |
| 2021-03-31 | $827k | 3.2k | 260.14 |
| 2020-12-31 | $567k | 2.5k | 229.65 |
| 2020-09-30 | $457k | 2.5k | 185.10 |
| 2020-06-30 | $460k | 2.6k | 177.95 |
| 2020-03-31 | $578k | 4.0k | 143.82 |
| 2019-12-31 | $1.8M | 8.8k | 205.79 |
| 2019-09-30 | $1.6M | 8.5k | 193.20 |
| 2019-06-30 | $1.6M | 8.4k | 194.23 |
| 2019-03-31 | $1.1M | 5.9k | 189.39 |
| 2018-12-31 | $748k | 4.5k | 166.07 |
| 2018-09-30 | $616k | 3.1k | 201.11 |
| 2018-06-30 | $595k | 3.1k | 194.76 |
| 2018-03-31 | $557k | 3.0k | 187.48 |
| 2017-12-31 | $576k | 3.0k | 189.79 |