iShares S&P MidCap 400 Index shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial 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 Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Capstone Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $216k | 3.5k | 62.32 |
2024-06-30 | $203k | 3.5k | 58.53 |
2024-03-31 | $210k | 3.5k | 60.74 |
2019-12-31 | $244k | 1.2k | 205.73 |
2018-03-31 | $257k | 1.4k | 187.32 |
2016-03-31 | $1.3M | 9.2k | 144.17 |
2015-06-30 | $883k | 5.9k | 149.99 |
2015-03-31 | $1.5M | 9.7k | 152.03 |
More positions owned by Capstone Financial Advisors
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