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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 72k | 65.26 |
| 2025-06-30 | $4.5M | 72k | 62.02 |
| 2025-03-31 | $4.4M | 75k | 58.35 |
| 2024-12-31 | $23M | 376k | 62.31 |
| 2024-09-30 | $25M | 400k | 62.32 |
| 2024-06-30 | $25M | 432k | 58.52 |
| 2024-03-31 | $27M | 442k | 60.74 |
| 2023-12-31 | $26M | 94k | 277.15 |
| 2023-09-30 | $25M | 101k | 249.35 |
| 2023-06-30 | $40M | 152k | 261.48 |
| 2023-03-31 | $38M | 153k | 250.16 |
| 2022-12-31 | $36M | 149k | 241.89 |
| 2022-09-30 | $34M | 152k | 223.72 |
| 2022-06-30 | $24M | 108k | 226.23 |
| 2022-03-31 | $29M | 108k | 268.34 |
| 2021-12-31 | $46M | 164k | 283.08 |
| 2021-09-30 | $43M | 162k | 263.07 |
| 2021-06-30 | $42M | 155k | 268.73 |
| 2021-03-31 | $38M | 144k | 260.28 |
| 2020-12-31 | $21M | 89k | 229.83 |
| 2020-09-30 | $14M | 74k | 185.30 |
| 2020-06-30 | $14M | 70k | 191.26 |
| 2020-03-31 | $14M | 97k | 143.86 |
| 2019-12-31 | $14M | 67k | 205.82 |
| 2019-09-30 | $9.9M | 51k | 194.26 |
| 2019-06-30 | $9.9M | 51k | 194.26 |
| 2019-03-31 | $1.5M | 8.0k | 189.37 |
| 2018-12-31 | $6.0M | 36k | 166.04 |
| 2018-09-30 | $6.6M | 33k | 201.30 |
| 2018-06-30 | $6.2M | 32k | 194.77 |
| 2018-03-31 | $5.6M | 30k | 187.58 |
| 2017-12-31 | $5.2M | 27k | 189.77 |
| 2017-09-30 | $4.8M | 27k | 178.92 |
| 2017-06-30 | $4.6M | 26k | 173.94 |
| 2017-03-31 | $6.9M | 40k | 171.23 |
| 2016-12-31 | $4.3M | 26k | 165.34 |