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iShares S&P MidCap 400 Index shares owned by Family Management Corporation

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Family Management Corporation from 13F filings

Historical chart of Family Management Corporation 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 Family Management Corporation 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 Family Management Corporation

Quarter filed Position value Share count Share price at filing
2023-09-30 $375k 1.5k 249.35
2023-06-30 $394k 1.5k 261.48
2023-03-31 $251k 1.0k 250.16
2022-12-31 $238k 982 241.89
2022-09-30 $112k 512 218.75
2022-06-30 $116k 512 226.56
2022-03-31 $137k 512 267.58
2021-12-31 $145k 512 283.20
2021-09-30 $135k 512 263.67
2021-06-30 $138k 512 269.53
2021-03-31 $133k 512 259.77
2020-12-31 $118k 512 230.47
2020-06-30 $659k 3.7k 177.82
2020-03-31 $609k 4.2k 143.87
2019-12-31 $1.1M 5.3k 205.75
2019-09-30 $1.1M 5.8k 193.22
2019-06-30 $2.8M 14k 194.29
2019-03-31 $3.2M 17k 189.40
2018-12-31 $2.8M 17k 166.08