iShares S&P MidCap 400 Index shares owned by Affiance Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Affiance Financial
from 13F filings
Historical chart of Affiance Financial investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Affiance Financial 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 Affiance Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 170k | 65.26 |
| 2025-06-30 | $11M | 171k | 62.02 |
| 2025-03-31 | $10M | 175k | 58.35 |
| 2024-12-31 | $12M | 184k | 62.31 |
| 2024-09-30 | $12M | 190k | 62.32 |
| 2024-06-30 | $11M | 194k | 58.52 |
| 2024-03-31 | $12M | 196k | 60.74 |
| 2023-12-31 | $15M | 54k | 277.15 |
| 2023-09-30 | $16M | 63k | 249.35 |
| 2023-06-30 | $17M | 63k | 261.48 |
| 2023-03-31 | $16M | 63k | 250.16 |
| 2022-12-31 | $15M | 61k | 241.89 |
| 2022-09-30 | $14M | 62k | 219.27 |
| 2022-06-30 | $14M | 63k | 226.24 |
| 2022-03-31 | $24M | 90k | 268.34 |
| 2021-12-31 | $27M | 96k | 283.08 |
| 2021-09-30 | $25M | 97k | 263.07 |
| 2021-06-30 | $26M | 98k | 268.72 |
| 2021-03-31 | $26M | 100k | 260.28 |
| 2020-12-31 | $25M | 107k | 229.83 |
| 2020-09-30 | $21M | 111k | 185.31 |
| 2020-06-30 | $33M | 184k | 177.82 |
| 2020-03-31 | $26M | 179k | 143.86 |
| 2019-12-31 | $34M | 165k | 205.82 |
| 2019-09-30 | $31M | 163k | 193.23 |
| 2019-06-30 | $32M | 163k | 194.26 |
| 2019-03-31 | $30M | 159k | 189.40 |
| 2018-12-31 | $28M | 171k | 166.06 |
| 2018-09-30 | $35M | 172k | 201.29 |
| 2018-06-30 | $26M | 132k | 194.78 |
| 2018-03-31 | $23M | 122k | 187.57 |
| 2017-12-31 | $23M | 121k | 189.78 |
| 2017-09-30 | $21M | 115k | 178.90 |
| 2017-06-30 | $20M | 116k | 173.95 |
| 2017-03-31 | $20M | 117k | 171.22 |
| 2016-12-31 | $19M | 113k | 165.34 |
| 2016-09-30 | $17M | 108k | 154.71 |
| 2016-06-30 | $15M | 99k | 149.39 |
| 2016-03-31 | $9.3M | 64k | 144.19 |
| 2015-12-31 | $7.4M | 53k | 139.32 |
| 2015-09-30 | $5.0M | 37k | 136.60 |
| 2015-06-30 | $3.0M | 20k | 149.97 |