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iShares S&P MidCap 400 Index shares owned by American Trust

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by American Trust from 13F filings

Historical chart of American Trust investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by American Trust 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 American Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $54M 193k 277.15
2023-09-30 $50M 199k 249.35
2023-06-30 $52M 199k 261.48
2023-03-31 $50M 198k 250.16
2022-12-31 $49M 204k 241.89
2022-09-30 $436k 2.0k 219.32
2022-06-30 $615k 2.7k 226.27
2022-03-31 $529k 2.0k 268.53
2021-12-31 $305k 1.1k 283.46