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iShares S&P MidCap 400 Index shares owned by Edgemoor Investment Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Edgemoor Investment Advisors from 13F filings

Historical chart of Edgemoor Investment Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Edgemoor Investment Advisors 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 Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $974k 3.5k 277.15
2023-09-30 $877k 3.5k 249.35
2023-06-30 $703k 2.7k 261.48
2023-03-31 $673k 2.7k 250.16
2022-12-31 $651k 2.7k 241.89
2022-09-30 $590k 2.7k 219.33
2022-06-30 $609k 2.7k 226.39
2022-03-31 $695k 2.6k 268.34
2021-12-31 $733k 2.6k 283.01