iShares S&P MidCap 400 Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 55k | 277.15 |
| 2023-09-30 | $14M | 57k | 249.35 |
| 2023-06-30 | $17M | 17k | 990.50 |
| 2023-03-31 | $3.8M | 70k | 53.98 |
| 2022-12-31 | $11M | 47k | 241.89 |
| 2022-09-30 | $3.2M | 15k | 219.26 |
| 2022-06-30 | $3.1M | 14k | 226.23 |
| 2022-03-31 | $3.7M | 14k | 268.36 |
| 2021-12-31 | $4.0M | 14k | 283.09 |
| 2021-09-30 | $2.7M | 207k | 13.29 |
| 2021-06-30 | $3.0M | 11k | 268.73 |
| 2021-03-31 | $3.0M | 11k | 260.30 |
| 2020-12-31 | $2.0M | 8.7k | 229.81 |
| 2020-09-30 | $1.4M | 7.8k | 185.27 |
| 2020-06-30 | $1.5M | 8.6k | 177.77 |
| 2020-03-31 | $2.2M | 15k | 143.86 |
| 2019-12-31 | $2.2M | 11k | 205.81 |
| 2019-09-30 | $1.9M | 10k | 193.23 |
| 2019-06-30 | $1.9M | 9.6k | 194.29 |
| 2019-03-31 | $1.6M | 8.7k | 189.37 |
| 2018-12-31 | $1.4M | 8.3k | 166.06 |
| 2018-09-30 | $1.6M | 8.0k | 201.25 |
| 2018-06-30 | $1.3M | 6.7k | 194.83 |
| 2018-03-31 | $1.2M | 6.4k | 187.62 |
| 2017-12-31 | $1.2M | 6.4k | 189.81 |
| 2017-09-30 | $1.1M | 5.9k | 178.88 |
| 2017-06-30 | $1.2M | 6.8k | 173.91 |
| 2017-03-31 | $1.1M | 6.6k | 171.26 |
| 2016-12-31 | $954k | 5.8k | 165.28 |
| 2016-09-30 | $655k | 4.2k | 154.70 |
| 2016-06-30 | $665k | 4.5k | 149.44 |
| 2016-03-31 | $541k | 3.8k | 144.27 |
| 2015-12-31 | $589k | 4.2k | 139.34 |
| 2015-09-30 | $512k | 3.8k | 136.53 |
| 2015-06-30 | $651k | 4.3k | 149.98 |
| 2015-03-31 | $673k | 4.4k | 151.98 |
| 2014-12-31 | $548k | 3.8k | 144.78 |
| 2014-09-30 | $658k | 4.8k | 136.71 |
| 2014-06-30 | $621k | 4.3k | 143.12 |
| 2014-03-31 | $581k | 4.2k | 137.58 |
| 2013-12-31 | $565k | 4.2k | 133.79 |
| 2013-09-30 | $524k | 4.2k | 124.08 |