iShares S&P MidCap 400 Index shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $911k | 14k | 65.26 |
| 2025-06-30 | $884k | 14k | 62.02 |
| 2025-03-31 | $228k | 286 | 796.74 |
| 2023-03-31 | $354k | 1.4k | 250.18 |
| 2022-12-31 | $855k | 3.5k | 241.92 |
| 2022-09-30 | $384k | 1.8k | 219.30 |
| 2022-06-30 | $404k | 1.8k | 226.08 |
| 2022-03-31 | $1.1M | 4.0k | 268.21 |
| 2021-12-31 | $1.4M | 5.1k | 282.95 |
| 2021-09-30 | $2.6M | 9.8k | 263.08 |
| 2021-06-30 | $7.8M | 29k | 268.96 |
| 2021-03-31 | $12M | 46k | 260.29 |
| 2020-12-31 | $16M | 71k | 229.84 |
| 2020-09-30 | $17M | 89k | 185.31 |
| 2020-06-30 | $17M | 97k | 177.82 |
| 2020-03-31 | $14M | 100k | 143.86 |
| 2019-12-31 | $20M | 98k | 205.82 |
| 2019-09-30 | $19M | 99k | 193.23 |
| 2019-06-30 | $17M | 90k | 194.26 |
| 2019-03-31 | $16M | 86k | 189.40 |
| 2018-12-31 | $14M | 83k | 166.06 |
| 2018-09-30 | $20M | 100k | 201.29 |
| 2018-06-30 | $21M | 103k | 200.71 |
| 2018-03-31 | $14M | 75k | 187.57 |
| 2017-12-31 | $14M | 70k | 198.31 |