iShares S&P MidCap 400 Index shares owned by Essex Financial Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Essex Financial Services 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 Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 93k | 60.74 |
| 2023-12-31 | $5.0M | 18k | 277.15 |
| 2023-09-30 | $4.2M | 17k | 249.35 |
| 2023-06-30 | $4.3M | 16k | 261.48 |
| 2023-03-31 | $4.1M | 16k | 250.17 |
| 2022-12-31 | $4.1M | 17k | 241.86 |
| 2022-09-30 | $3.9M | 18k | 219.28 |
| 2022-06-30 | $3.6M | 16k | 226.25 |
| 2022-03-31 | $3.9M | 14k | 283.05 |
| 2021-12-31 | $3.9M | 14k | 283.05 |
| 2021-09-30 | $3.6M | 14k | 263.08 |
| 2021-06-30 | $2.9M | 11k | 260.28 |
| 2021-03-31 | $2.9M | 11k | 260.28 |
| 2020-12-31 | $2.3M | 9.9k | 229.79 |
| 2020-09-30 | $1.3M | 7.2k | 185.29 |
| 2020-06-30 | $1.2M | 6.6k | 177.82 |
| 2020-03-31 | $1.1M | 7.5k | 143.90 |
| 2019-12-31 | $631k | 3.1k | 205.87 |
| 2019-09-30 | $433k | 2.2k | 193.05 |
| 2018-12-31 | $432k | 2.6k | 165.96 |
| 2018-09-30 | $572k | 2.8k | 201.34 |
| 2018-06-30 | $424k | 2.2k | 195.03 |
| 2018-03-31 | $2.0M | 11k | 187.60 |
| 2017-12-31 | $534k | 2.8k | 189.90 |
| 2017-09-30 | $337k | 1.9k | 179.16 |
| 2017-06-30 | $1.5M | 8.9k | 173.94 |
| 2017-03-31 | $1.3M | 7.8k | 171.27 |
| 2016-12-31 | $1.2M | 7.5k | 165.29 |
| 2016-09-30 | $1.1M | 7.2k | 154.72 |
| 2016-06-30 | $1.1M | 7.2k | 149.43 |
| 2016-03-31 | $1.1M | 7.4k | 144.16 |
| 2015-12-31 | $1.0M | 7.4k | 139.30 |
| 2015-09-30 | $1.0M | 7.5k | 136.61 |
| 2015-06-30 | $1.1M | 7.2k | 150.01 |
| 2015-03-31 | $1.0M | 6.8k | 151.91 |
| 2014-12-31 | $968k | 6.7k | 144.78 |
| 2014-09-30 | $878k | 6.4k | 136.76 |
| 2014-06-30 | $919k | 6.4k | 143.15 |
| 2014-03-31 | $883k | 6.4k | 137.54 |
| 2013-12-31 | $918k | 6.8k | 135.82 |
| 2013-09-30 | $732k | 5.9k | 124.15 |
| 2013-06-30 | $673k | 5.8k | 115.50 |
| 2013-03-31 | $655k | 5.7k | 115.15 |
| 2012-12-31 | $574k | 5.6k | 101.77 |
| 2012-09-30 | $379k | 3.8k | 98.70 |