iShares S&P MidCap 400 Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Appleton Partners 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 Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 17k | 62.33 |
| 2024-06-30 | $1.0M | 17k | 58.51 |
| 2024-03-31 | $1.1M | 17k | 60.75 |
| 2023-12-31 | $969k | 3.5k | 277.09 |
| 2023-09-30 | $800k | 3.2k | 249.38 |
| 2023-06-30 | $809k | 3.1k | 261.47 |
| 2023-03-31 | $811k | 3.2k | 250.08 |
| 2022-12-31 | $803k | 3.3k | 241.94 |
| 2022-09-30 | $730k | 3.3k | 219.22 |
| 2022-06-30 | $714k | 3.2k | 226.38 |
| 2022-03-31 | $823k | 3.1k | 268.34 |
| 2021-12-31 | $855k | 3.0k | 283.02 |
| 2021-09-30 | $709k | 2.7k | 262.98 |
| 2021-06-30 | $724k | 2.7k | 268.75 |
| 2021-03-31 | $700k | 2.7k | 260.32 |
| 2020-12-31 | $630k | 2.7k | 230.01 |
| 2020-09-30 | $515k | 2.8k | 185.32 |
| 2020-06-30 | $503k | 2.8k | 177.80 |
| 2020-03-31 | $590k | 4.1k | 143.83 |
| 2019-12-31 | $888k | 4.3k | 205.89 |
| 2019-09-30 | $821k | 4.2k | 193.31 |
| 2019-06-30 | $824k | 4.2k | 194.25 |
| 2019-03-31 | $802k | 4.2k | 189.33 |
| 2018-12-31 | $725k | 4.4k | 166.02 |
| 2018-09-30 | $714k | 3.5k | 201.24 |
| 2018-06-30 | $691k | 3.5k | 194.76 |
| 2018-03-31 | $610k | 3.3k | 187.46 |
| 2017-12-31 | $618k | 3.3k | 189.92 |
| 2017-09-30 | $583k | 3.3k | 178.89 |
| 2017-06-30 | $596k | 3.4k | 174.01 |
| 2017-03-31 | $695k | 4.1k | 171.22 |