iShares S&P MidCap 400 Index shares owned by Kuehl Shepherd Kozlowski & Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kuehl Shepherd Kozlowski & Associates
from 13F filings
Historical chart of Kuehl Shepherd Kozlowski & Associates 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 Kuehl Shepherd Kozlowski & Associates 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 Kuehl Shepherd Kozlowski & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8M | 14k | 275.55 |
| 2023-09-30 | $3.6M | 15k | 243.58 |
| 2023-06-30 | $4.1M | 15k | 270.75 |
| 2023-03-31 | $3.7M | 15k | 240.27 |
| 2022-12-31 | $4.1M | 15k | 264.29 |
| 2022-09-30 | $3.7M | 16k | 233.21 |
| 2022-06-30 | $4.0M | 17k | 241.29 |
| 2022-03-31 | $4.4M | 17k | 259.26 |
| 2021-12-31 | $5.6M | 20k | 283.06 |
| 2021-09-30 | $5.4M | 20k | 274.62 |
| 2021-06-30 | $5.2M | 20k | 263.70 |
| 2021-03-31 | $5.4M | 21k | 263.83 |
| 2020-12-31 | $5.1M | 22k | 229.84 |
| 2020-06-30 | $4.0M | 23k | 177.81 |
| 2020-03-31 | $3.3M | 23k | 143.88 |
| 2019-12-31 | $4.8M | 23k | 205.83 |
| 2019-09-30 | $5.0M | 26k | 193.22 |
| 2019-06-30 | $419k | 12k | 35.36 |
| 2019-03-31 | $5.1M | 27k | 189.39 |
| 2018-12-31 | $5.2M | 26k | 201.29 |
| 2018-09-30 | $5.2M | 26k | 201.29 |
| 2018-06-30 | $4.9M | 25k | 194.77 |
| 2018-03-31 | $4.9M | 26k | 187.58 |
| 2017-12-31 | $467k | 12k | 38.00 |
| 2017-09-30 | $4.5M | 25k | 178.89 |
| 2017-06-30 | $4.5M | 26k | 173.95 |
| 2017-03-31 | $4.9M | 29k | 171.24 |
| 2016-12-31 | $5.7M | 35k | 165.35 |
| 2016-09-30 | $5.4M | 35k | 154.71 |
| 2016-06-30 | $5.3M | 35k | 149.38 |
| 2016-03-31 | $5.1M | 35k | 144.18 |
| 2015-12-31 | $4.9M | 35k | 139.33 |
| 2015-09-30 | $4.9M | 36k | 136.61 |
| 2015-06-30 | $5.4M | 36k | 149.99 |
| 2015-03-31 | $5.5M | 36k | 151.99 |
| 2014-12-31 | $5.6M | 39k | 144.79 |
| 2014-09-30 | $4.9M | 36k | 136.73 |
| 2014-06-30 | $5.2M | 36k | 143.09 |
| 2014-03-31 | $5.2M | 38k | 137.48 |
| 2013-12-31 | $5.2M | 39k | 133.81 |
| 2013-09-30 | $4.8M | 39k | 124.15 |
| 2013-06-30 | $4.5M | 39k | 115.49 |
More positions owned by Kuehl Shepherd Kozlowski & Associates
View all positions for Kuehl Shepherd Kozlowski & Associates