iShares S&P MidCap 400 Index shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $397k | 6.5k | 60.74 |
| 2023-12-31 | $703k | 2.5k | 277.15 |
| 2023-09-30 | $685k | 2.7k | 249.35 |
| 2023-06-30 | $704k | 2.7k | 261.48 |
| 2023-03-31 | $501k | 2.0k | 250.16 |
| 2022-12-31 | $479k | 2.0k | 241.89 |
| 2022-09-30 | $447k | 2.0k | 218.79 |
| 2022-03-31 | $226k | 843 | 268.09 |
| 2021-12-31 | $268k | 947 | 283.00 |
| 2021-09-30 | $223k | 847 | 263.28 |
| 2021-06-30 | $450k | 1.7k | 268.43 |
| 2021-03-31 | $279k | 1.1k | 260.54 |
| 2017-12-31 | $240k | 1.3k | 191.67 |
| 2017-09-30 | $220k | 1.3k | 175.00 |
| 2017-03-31 | $217k | 1.3k | 171.41 |
More positions owned by Smith, Salley & Associates
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