iShares S&P MidCap 400 Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by 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 Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 40k | 62.32 |
| 2024-06-30 | $2.3M | 39k | 58.52 |
| 2024-03-31 | $2.4M | 39k | 60.74 |
| 2023-12-31 | $2.2M | 8.1k | 277.11 |
| 2023-09-30 | $2.0M | 8.0k | 249.28 |
| 2023-06-30 | $2.2M | 8.4k | 261.42 |
| 2023-03-31 | $2.0M | 8.1k | 250.22 |
| 2022-12-31 | $2.0M | 8.2k | 241.90 |
| 2022-09-30 | $1.6M | 7.3k | 219.31 |
| 2022-06-30 | $1.5M | 6.8k | 226.30 |
| 2022-03-31 | $1.8M | 6.7k | 268.31 |
| 2021-12-31 | $1.8M | 6.5k | 283.16 |
| 2021-09-30 | $1.6M | 6.2k | 263.06 |
| 2021-06-30 | $1.6M | 6.0k | 268.67 |
| 2021-03-31 | $1.5M | 5.6k | 260.28 |
| 2020-12-31 | $1.3M | 5.6k | 229.80 |
| 2020-09-30 | $1.1M | 5.7k | 185.35 |
| 2020-06-30 | $1.0M | 5.8k | 177.81 |
| 2020-03-31 | $830k | 5.8k | 143.82 |
| 2019-12-31 | $999k | 4.9k | 205.77 |
| 2019-09-30 | $909k | 4.8k | 189.49 |
| 2019-06-30 | $879k | 4.5k | 194.30 |
| 2019-03-31 | $854k | 4.5k | 189.36 |
| 2018-12-31 | $757k | 4.6k | 166.12 |
| 2018-09-30 | $965k | 4.8k | 201.38 |
| 2018-06-30 | $884k | 4.5k | 194.89 |
| 2018-03-31 | $703k | 3.8k | 187.47 |
| 2017-12-31 | $682k | 3.6k | 189.71 |
| 2017-09-30 | $614k | 3.4k | 179.01 |
| 2017-06-30 | $587k | 3.4k | 174.03 |
| 2017-03-31 | $571k | 3.3k | 171.16 |
| 2016-12-31 | $524k | 3.2k | 165.35 |
| 2016-09-30 | $493k | 3.2k | 154.84 |
| 2016-06-30 | $543k | 3.6k | 149.42 |
| 2016-03-31 | $524k | 3.6k | 144.23 |
| 2015-12-31 | $613k | 4.4k | 139.41 |
| 2015-09-30 | $493k | 3.6k | 136.72 |
| 2015-06-30 | $466k | 3.1k | 150.03 |
| 2015-03-31 | $453k | 3.0k | 152.12 |
| 2014-12-31 | $387k | 2.7k | 144.89 |
| 2014-09-30 | $255k | 1.9k | 136.36 |
| 2014-06-30 | $180k | 1.3k | 142.97 |
| 2014-03-31 | $185k | 1.3k | 137.24 |
| 2013-12-31 | $171k | 1.3k | 133.80 |