iShares S&P MidCap 400 Index shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Caldwell Trust 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 Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 144k | 65.26 |
| 2021-12-31 | $820k | 2.9k | 283.08 |
| 2021-09-30 | $762k | 2.9k | 263.07 |
| 2021-06-30 | $779k | 2.9k | 268.73 |
| 2021-03-31 | $754k | 2.9k | 260.28 |
| 2020-12-31 | $666k | 2.9k | 229.83 |
| 2020-09-30 | $537k | 2.9k | 185.31 |
| 2020-06-30 | $533k | 3.0k | 177.82 |
| 2020-03-31 | $476k | 3.3k | 143.86 |
| 2019-12-31 | $681k | 3.3k | 205.82 |