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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

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Quarterly 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