iShares S&P MidCap 400 Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 328k | 64.34 |
| 2025-06-30 | $16M | 252k | 63.15 |
| 2025-03-31 | $13M | 237k | 55.90 |
| 2024-12-31 | $482k | 7.7k | 62.31 |
| 2024-09-30 | $402k | 6.5k | 61.88 |
| 2024-06-30 | $253k | 4.4k | 57.73 |
| 2024-03-31 | $382k | 6.4k | 60.00 |
| 2023-12-31 | $242k | 898 | 269.49 |
| 2023-09-30 | $221k | 885 | 249.29 |