iShares S&P MidCap 400 Index shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Welch & Forbes 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 Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 65k | 60.74 |
| 2023-12-31 | $3.9M | 14k | 277.15 |
| 2023-09-30 | $3.5M | 14k | 249.35 |
| 2023-06-30 | $3.7M | 14k | 261.48 |
| 2023-03-31 | $3.7M | 15k | 250.16 |
| 2022-12-31 | $3.7M | 15k | 241.89 |
| 2022-09-30 | $3.3M | 15k | 219.29 |
| 2022-06-30 | $3.0M | 14k | 226.25 |
| 2022-03-31 | $3.6M | 14k | 268.33 |
| 2021-12-31 | $3.6M | 13k | 283.03 |
| 2021-09-30 | $3.2M | 12k | 263.13 |
| 2021-06-30 | $3.1M | 12k | 268.70 |
| 2021-03-31 | $2.6M | 10k | 260.31 |
| 2020-12-31 | $2.2M | 9.6k | 229.78 |
| 2020-09-30 | $1.9M | 10k | 185.28 |
| 2020-06-30 | $1.7M | 9.8k | 177.76 |
| 2020-03-31 | $1.3M | 9.1k | 143.85 |
| 2019-12-31 | $2.1M | 10k | 205.81 |
| 2019-09-30 | $1.5M | 7.8k | 193.29 |
| 2019-06-30 | $1.5M | 7.8k | 194.18 |
| 2019-03-31 | $1.5M | 7.8k | 189.46 |
| 2018-12-31 | $1.7M | 10k | 166.06 |
| 2018-09-30 | $1.6M | 7.8k | 201.20 |
| 2018-06-30 | $1.7M | 8.8k | 194.73 |
| 2018-03-31 | $1.6M | 8.6k | 187.55 |
| 2017-12-31 | $1.6M | 8.6k | 189.74 |
| 2017-09-30 | $1.6M | 9.1k | 178.90 |
| 2017-06-30 | $1.5M | 8.7k | 173.92 |
| 2017-03-31 | $1.4M | 8.3k | 171.33 |
| 2016-12-31 | $259k | 1.6k | 165.18 |
| 2016-09-30 | $242k | 1.6k | 154.34 |
| 2016-06-30 | $234k | 1.6k | 149.23 |
| 2016-03-31 | $227k | 1.6k | 144.31 |
| 2015-12-31 | $219k | 1.6k | 139.22 |
| 2015-06-30 | $231k | 1.5k | 149.32 |
| 2014-12-31 | $1.4M | 9.4k | 144.84 |
| 2014-09-30 | $1.3M | 9.4k | 136.69 |
| 2014-06-30 | $1.4M | 9.5k | 143.08 |
| 2014-03-31 | $1.3M | 9.5k | 137.54 |
| 2013-12-31 | $1.3M | 9.5k | 133.86 |
| 2013-09-30 | $1.2M | 9.5k | 124.19 |