iShares S&P MidCap 400 Index shares owned by Lee, Danner & Bass
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lee, Danner & Bass
from 13F filings
Historical chart of Lee, Danner & Bass investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Lee, Danner & Bass
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $268k | 965 | 277.72 |
| 2023-09-30 | $595k | 2.4k | 249.48 |
| 2023-06-30 | $624k | 2.4k | 261.64 |
| 2023-03-31 | $597k | 2.4k | 250.31 |
| 2022-12-31 | $577k | 2.4k | 241.93 |
| 2022-09-30 | $523k | 2.4k | 219.29 |
| 2022-06-30 | $540k | 2.4k | 226.42 |
| 2022-03-31 | $680k | 2.5k | 268.24 |
| 2021-12-31 | $602k | 2.1k | 283.03 |
| 2021-09-30 | $560k | 2.1k | 263.28 |
| 2021-06-30 | $491k | 1.8k | 268.75 |
| 2021-03-31 | $476k | 1.8k | 260.54 |
| 2020-12-31 | $420k | 1.8k | 229.89 |
| 2020-09-30 | $339k | 1.8k | 185.55 |
| 2020-06-30 | $325k | 1.8k | 177.89 |
| 2020-03-31 | $268k | 1.9k | 143.78 |
| 2019-12-31 | $376k | 1.8k | 205.80 |
| 2019-09-30 | $353k | 1.8k | 193.21 |
| 2019-06-30 | $355k | 1.8k | 194.31 |
| 2019-03-31 | $346k | 1.8k | 189.38 |
| 2018-12-31 | $303k | 1.8k | 165.85 |
| 2018-09-30 | $335k | 1.7k | 201.20 |
| 2018-06-30 | $330k | 1.7k | 198.20 |
| 2018-03-31 | $412k | 2.2k | 187.70 |
| 2017-12-31 | $417k | 2.2k | 189.98 |
| 2017-09-30 | $272k | 1.5k | 179.18 |
| 2017-06-30 | $264k | 1.5k | 173.91 |
| 2017-03-31 | $265k | 1.5k | 171.41 |
| 2016-12-31 | $251k | 1.5k | 165.35 |
| 2016-09-30 | $235k | 1.5k | 154.81 |
| 2016-06-30 | $227k | 1.5k | 149.54 |
| 2016-03-31 | $224k | 1.5k | 147.56 |
| 2015-12-31 | $211k | 1.5k | 139.00 |
| 2011-09-30 | $284k | 3.6k | 78.04 |
| 2011-06-30 | $356k | 3.6k | 97.83 |
| 2011-03-31 | $359k | 3.6k | 98.65 |