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iShares S&P MidCap 400 Index shares owned by Berman Capital Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Berman Capital Advisors from 13F filings

Historical chart of Berman Capital Advisors 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 Berman Capital Advisors 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 Berman Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-09-30 $2.8M 11k 263.02
2021-06-30 $2.8M 11k 268.65
2021-03-31 $4.6M 18k 260.28
2020-12-31 $4.2M 18k 229.80
2020-09-30 $3.5M 19k 185.28
2020-06-30 $3.4M 19k 177.83
2020-03-31 $3.4M 24k 143.86
2019-12-31 $4.9M 24k 205.81
2019-09-30 $4.5M 24k 193.20
2019-06-30 $4.6M 24k 194.24
2019-03-31 $5.3M 28k 189.38
2018-12-31 $4.1M 25k 166.04
2018-09-30 $5.2M 26k 201.29
2018-06-30 $8.2M 42k 194.80
2018-03-31 $6.5M 35k 187.70
2017-12-31 $6.9M 36k 189.79