iShares S&P MidCap 400 Index shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 110k | 65.26 |
| 2025-06-30 | $7.0M | 113k | 62.02 |
| 2025-03-31 | $6.9M | 118k | 58.35 |
| 2024-12-31 | $6.7M | 107k | 62.31 |
| 2024-09-30 | $1.7M | 28k | 62.32 |
| 2024-06-30 | $1.3M | 22k | 58.52 |
| 2024-03-31 | $1.3M | 22k | 60.74 |
| 2023-09-30 | $611k | 2.5k | 249.35 |
| 2023-06-30 | $556k | 2.1k | 261.48 |
| 2023-03-31 | $502k | 2.0k | 250.10 |
| 2022-12-31 | $642k | 2.7k | 241.89 |
| 2022-09-30 | $636k | 2.9k | 219.31 |
| 2022-06-30 | $674k | 3.0k | 226.10 |
| 2022-03-31 | $801k | 3.0k | 268.25 |
| 2021-12-31 | $256k | 905 | 282.87 |
| 2021-09-30 | $224k | 851 | 263.22 |
| 2021-06-30 | $104k | 388 | 268.04 |
| 2021-03-31 | $23k | 88 | 261.36 |
| 2020-12-31 | $14k | 65 | 215.38 |
| 2020-09-30 | $123k | 665 | 184.96 |
| 2020-06-30 | $64k | 365 | 175.34 |
| 2020-03-31 | $46k | 326 | 141.10 |
| 2019-12-31 | $67k | 327 | 204.89 |