iShares S&P MidCap 400 Index shares owned by Aveo Capital Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Aveo Capital Partners
from 13F filings
Historical chart of Aveo Capital Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Aveo Capital 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 Aveo Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $784k | 13k | 58.53 |
| 2023-12-31 | $732k | 2.6k | 277.16 |
| 2023-09-30 | $702k | 2.8k | 249.39 |
| 2023-06-30 | $694k | 2.7k | 261.52 |
| 2023-03-31 | $683k | 2.7k | 250.18 |
| 2022-12-31 | $661k | 2.7k | 241.86 |
| 2022-09-30 | $368k | 1.7k | 219.31 |
| 2022-06-30 | $386k | 1.7k | 226.53 |
| 2022-03-31 | $496k | 1.8k | 268.54 |
| 2021-12-31 | $589k | 2.1k | 283.04 |
| 2021-09-30 | $547k | 2.1k | 262.85 |
| 2021-06-30 | $559k | 2.1k | 268.75 |
| 2021-03-31 | $635k | 2.4k | 260.35 |
| 2020-09-30 | $406k | 2.2k | 185.39 |
| 2020-03-31 | $354k | 2.5k | 143.79 |
| 2019-12-31 | $592k | 2.9k | 205.98 |
| 2019-09-30 | $614k | 3.1k | 199.09 |
| 2019-06-30 | $647k | 3.3k | 198.10 |
| 2019-03-31 | $395k | 2.1k | 189.18 |
| 2018-12-31 | $374k | 2.3k | 166.00 |
| 2018-09-30 | $298k | 1.6k | 185.90 |
| 2018-06-30 | $312k | 1.6k | 194.64 |
| 2018-03-31 | $539k | 2.9k | 187.67 |
| 2017-12-31 | $458k | 2.4k | 189.88 |
| 2017-09-30 | $415k | 2.3k | 179.11 |
| 2017-06-30 | $406k | 2.3k | 173.88 |
| 2017-03-31 | $371k | 2.2k | 171.20 |
| 2016-12-31 | $1.4M | 8.4k | 165.37 |