iShares S&P MidCap 400 Index shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management 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 Bellevue Asset Management 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 Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31k | 500 | 62.32 |
| 2024-06-30 | $44k | 750 | 58.52 |
| 2024-03-31 | $46k | 750 | 60.74 |
| 2023-12-31 | $42k | 150 | 277.15 |
| 2023-09-30 | $37k | 150 | 249.35 |
| 2023-06-30 | $39k | 150 | 261.48 |
| 2023-03-31 | $38k | 150 | 250.16 |
| 2022-12-31 | $36k | 150 | 240.50 |
| 2022-09-30 | $34k | 150 | 226.67 |
| 2022-06-30 | $34k | 150 | 226.67 |
| 2022-03-31 | $41k | 150 | 273.33 |
| 2021-12-31 | $42k | 150 | 280.00 |
| 2021-09-30 | $40k | 150 | 266.67 |
| 2021-06-30 | $40k | 150 | 266.67 |
| 2021-03-31 | $39k | 150 | 260.00 |
| 2020-12-31 | $37k | 150 | 246.67 |
| 2020-09-30 | $28k | 150 | 186.67 |
| 2020-06-30 | $27k | 150 | 180.00 |
| 2020-03-31 | $24k | 150 | 160.00 |
| 2019-12-31 | $41k | 200 | 205.00 |