iShares S&P MidCap 400 Index shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49k | 750 | 65.26 |
| 2025-06-30 | $47k | 750 | 62.02 |
| 2025-03-31 | $44k | 750 | 58.35 |
| 2024-12-31 | $47k | 750 | 62.31 |
| 2023-12-31 | $5.8k | 21 | 277.14 |
| 2023-09-30 | $36k | 145 | 249.35 |
| 2023-06-30 | $17k | 63 | 261.48 |
| 2023-03-31 | $16k | 63 | 250.16 |