iShares S&P MidCap 400 Index shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management 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 Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.0M | 11k | 270.38 |
| 2023-09-30 | $2.7M | 11k | 243.26 |
| 2023-06-30 | $2.9M | 11k | 255.10 |
| 2023-03-31 | $2.7M | 11k | 250.16 |
| 2022-12-31 | $2.6M | 11k | 241.89 |
| 2022-09-30 | $2.5M | 12k | 219.26 |
| 2022-06-30 | $2.6M | 12k | 226.20 |
| 2022-03-31 | $3.1M | 12k | 268.35 |
| 2021-12-31 | $3.3M | 12k | 283.08 |
| 2021-09-30 | $3.1M | 12k | 263.04 |
| 2021-06-30 | $3.2M | 12k | 268.76 |
| 2021-03-31 | $3.1M | 12k | 260.29 |
| 2020-12-31 | $2.7M | 12k | 229.84 |
| 2020-09-30 | $2.2M | 12k | 185.29 |
| 2020-06-30 | $2.1M | 12k | 177.82 |
| 2020-03-31 | $1.8M | 12k | 143.88 |
| 2019-12-31 | $2.6M | 13k | 205.83 |
| 2019-09-30 | $2.4M | 13k | 193.25 |
| 2019-06-30 | $2.5M | 13k | 194.24 |
| 2019-03-31 | $2.4M | 13k | 189.39 |
| 2018-12-31 | $2.2M | 13k | 166.02 |
| 2018-09-30 | $2.7M | 13k | 201.33 |
| 2018-06-30 | $2.6M | 14k | 194.76 |
| 2018-03-31 | $2.6M | 14k | 187.55 |
| 2017-12-31 | $2.6M | 14k | 189.81 |
More positions owned by Fernwood Investment Management
View all positions for Fernwood Investment Management