iShares S&P MidCap 400 Index shares owned by Private Ocean
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Private Ocean 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 Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 29k | 60.74 |
| 2023-12-31 | $1.8M | 6.4k | 277.16 |
| 2023-09-30 | $289k | 1.2k | 249.35 |
| 2023-06-30 | $246k | 941 | 261.48 |
| 2023-03-31 | $235k | 941 | 250.16 |
| 2022-12-31 | $231k | 956 | 241.64 |
| 2022-09-30 | $210k | 961 | 218.52 |
| 2022-06-30 | $217k | 961 | 225.81 |
| 2022-03-31 | $259k | 966 | 268.12 |
| 2021-12-31 | $272k | 961 | 283.04 |
| 2021-09-30 | $269k | 1.0k | 263.47 |
| 2021-06-30 | $222k | 825 | 269.09 |
| 2021-03-31 | $242k | 929 | 260.50 |
| 2020-12-31 | $214k | 929 | 230.36 |
| 2020-09-30 | $172k | 929 | 185.15 |
| 2020-06-30 | $176k | 990 | 177.78 |
| 2020-03-31 | $217k | 1.5k | 143.71 |
| 2019-12-31 | $367k | 1.8k | 206.06 |
| 2019-09-30 | $315k | 1.6k | 193.25 |
| 2019-06-30 | $316k | 1.6k | 194.10 |
| 2019-03-31 | $308k | 1.6k | 189.31 |
| 2018-12-31 | $192k | 1.2k | 165.66 |
| 2018-09-30 | $233k | 1.2k | 201.38 |
| 2018-06-30 | $225k | 1.2k | 194.64 |
| 2018-03-31 | $269k | 1.4k | 187.20 |
| 2017-12-31 | $154k | 811 | 189.89 |
| 2017-09-30 | $145k | 808 | 179.46 |
| 2017-06-30 | $140k | 805 | 173.91 |
| 2017-03-31 | $138k | 805 | 171.43 |
| 2016-12-31 | $233k | 1.4k | 165.37 |
| 2016-09-30 | $217k | 1.4k | 154.45 |
| 2016-06-30 | $152k | 1.0k | 149.61 |
| 2016-03-31 | $146k | 1.0k | 143.98 |
| 2015-12-31 | $148k | 1.1k | 138.84 |
| 2015-09-30 | $145k | 403 | 359.80 |
| 2015-06-30 | $60k | 403 | 148.88 |
| 2015-03-31 | $61k | 402 | 151.74 |
| 2014-12-31 | $58k | 400 | 145.00 |
| 2014-09-30 | $54k | 398 | 135.68 |
| 2014-06-30 | $57k | 397 | 143.58 |
| 2014-03-31 | $54k | 396 | 136.36 |
| 2013-12-31 | $53k | 396 | 133.84 |