iShares S&P MidCap 400 Index shares owned by Novare Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital 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 Novare Capital Management 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 Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.8M | 17k | 277.16 |
| 2023-09-30 | $4.5M | 18k | 249.35 |
| 2023-06-30 | $5.0M | 19k | 261.48 |
| 2023-03-31 | $5.0M | 20k | 250.16 |
| 2022-12-31 | $4.9M | 20k | 241.89 |
| 2022-09-30 | $4.3M | 20k | 219.28 |
| 2022-06-30 | $4.5M | 20k | 226.21 |
| 2022-03-31 | $5.4M | 20k | 268.33 |
| 2021-12-31 | $5.5M | 20k | 283.09 |
| 2021-09-30 | $5.3M | 20k | 263.06 |
| 2021-06-30 | $5.9M | 22k | 268.73 |
| 2021-03-31 | $4.8M | 21k | 229.81 |
| 2020-12-31 | $4.8M | 21k | 229.81 |
| 2020-09-30 | $4.0M | 22k | 185.29 |
| 2020-06-30 | $4.3M | 24k | 177.82 |
| 2020-03-31 | $3.8M | 27k | 143.85 |
| 2019-12-31 | $5.8M | 28k | 205.84 |
| 2019-09-30 | $5.5M | 29k | 193.23 |
| 2019-06-30 | $5.7M | 29k | 194.25 |
| 2019-03-31 | $5.6M | 30k | 189.40 |
| 2018-12-31 | $5.0M | 30k | 166.06 |
| 2018-09-30 | $6.2M | 31k | 201.30 |
| 2018-06-30 | $6.0M | 31k | 194.79 |
| 2018-03-31 | $5.8M | 31k | 187.58 |
| 2017-12-31 | $6.2M | 33k | 189.77 |
| 2017-09-30 | $6.4M | 36k | 178.89 |
| 2017-06-30 | $6.9M | 40k | 173.94 |
| 2017-03-31 | $7.9M | 46k | 171.22 |
| 2016-12-31 | $7.6M | 46k | 165.34 |
| 2016-09-30 | $6.8M | 44k | 154.71 |
| 2016-06-30 | $6.4M | 43k | 149.40 |
| 2016-03-31 | $6.2M | 43k | 144.20 |
| 2015-12-31 | $6.3M | 45k | 139.32 |
| 2015-09-30 | $6.0M | 44k | 136.62 |
| 2015-06-30 | $6.4M | 42k | 149.97 |
| 2015-03-31 | $6.3M | 41k | 151.97 |
| 2014-12-31 | $5.9M | 41k | 144.81 |
| 2014-09-30 | $5.5M | 40k | 136.73 |
| 2014-06-30 | $5.6M | 39k | 143.07 |
| 2014-03-31 | $5.4M | 39k | 137.47 |
| 2013-12-31 | $4.9M | 37k | 133.80 |
| 2013-09-30 | $4.2M | 34k | 124.15 |
| 2013-06-30 | $4.0M | 34k | 115.51 |