iShares S&P MidCap 400 Index shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 276k | 65.26 |
| 2025-06-30 | $18M | 294k | 62.02 |
| 2025-03-31 | $19M | 330k | 58.35 |
| 2024-12-31 | $21M | 338k | 62.31 |
| 2024-09-30 | $15M | 242k | 62.32 |
| 2024-06-30 | $14M | 244k | 58.52 |
| 2024-03-31 | $15M | 249k | 60.74 |
| 2023-12-31 | $13M | 46k | 277.15 |
| 2023-09-30 | $9.4M | 38k | 250.49 |
| 2023-06-30 | $9.9M | 38k | 261.48 |
| 2023-03-31 | $9.4M | 38k | 250.16 |
| 2022-12-31 | $8.8M | 37k | 241.89 |
| 2022-09-30 | $5.6M | 25k | 219.27 |
| 2022-06-30 | $4.9M | 22k | 226.25 |
| 2022-03-31 | $5.9M | 22k | 268.35 |
| 2021-12-31 | $6.7M | 24k | 283.09 |
| 2021-09-30 | $5.9M | 22k | 263.10 |
| 2021-06-30 | $6.0M | 22k | 268.72 |
| 2021-03-31 | $6.1M | 23k | 260.29 |
| 2020-12-31 | $4.9M | 22k | 229.82 |
| 2020-09-30 | $6.3M | 34k | 185.31 |
| 2020-06-30 | $6.0M | 34k | 177.82 |
| 2020-03-31 | $2.9M | 20k | 143.88 |
| 2019-12-31 | $4.1M | 20k | 205.82 |
| 2019-09-30 | $3.7M | 19k | 193.21 |
| 2019-06-30 | $3.3M | 17k | 194.26 |
| 2019-03-31 | $3.3M | 17k | 189.42 |
| 2018-12-31 | $2.8M | 17k | 166.08 |
| 2018-09-30 | $3.2M | 16k | 201.26 |
| 2018-06-30 | $3.1M | 16k | 194.77 |
| 2018-03-31 | $3.0M | 16k | 187.58 |
| 2017-12-31 | $3.1M | 16k | 189.75 |
| 2017-09-30 | $2.9M | 16k | 178.93 |
| 2017-06-30 | $2.8M | 16k | 173.95 |
| 2017-03-31 | $2.7M | 16k | 171.19 |
| 2016-12-31 | $2.6M | 16k | 165.31 |
| 2016-09-30 | $2.5M | 16k | 154.72 |
| 2016-06-30 | $2.4M | 16k | 149.39 |
| 2016-03-31 | $2.4M | 17k | 144.20 |
| 2015-12-31 | $2.4M | 17k | 139.31 |
| 2015-09-30 | $2.6M | 19k | 136.63 |
| 2015-06-30 | $2.9M | 19k | 149.98 |
| 2015-03-31 | $3.0M | 20k | 151.99 |
| 2014-12-31 | $2.9M | 20k | 144.79 |
| 2014-09-30 | $2.8M | 20k | 136.76 |
| 2014-06-30 | $3.0M | 21k | 143.09 |
| 2014-03-31 | $2.9M | 21k | 137.49 |
| 2013-12-31 | $2.9M | 21k | 133.82 |
| 2013-09-30 | $2.6M | 21k | 124.14 |
| 2013-06-30 | $2.1M | 18k | 115.51 |
| 2013-03-31 | $3.0M | 26k | 115.08 |
| 2012-12-31 | $2.0M | 19k | 101.72 |
| 2012-09-30 | $1.9M | 19k | 98.70 |
| 2012-06-30 | $1.8M | 19k | 94.18 |
| 2012-03-31 | $2.0M | 20k | 99.22 |
| 2011-12-31 | $1.9M | 22k | 87.61 |
| 2011-09-30 | $1.7M | 22k | 78.00 |
| 2011-06-30 | $2.6M | 26k | 97.69 |
| 2011-03-31 | $2.8M | 28k | 98.71 |
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