iShares S&P MidCap 400 Index shares owned by CapWealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $501k | 7.7k | 65.26 |
| 2025-06-30 | $438k | 7.1k | 62.02 |
| 2025-03-31 | $412k | 7.1k | 58.35 |
| 2024-12-31 | $449k | 7.2k | 62.31 |
| 2024-09-30 | $449k | 7.2k | 62.32 |
| 2024-06-30 | $422k | 7.2k | 58.52 |
| 2024-03-31 | $365k | 6.0k | 60.74 |
| 2023-12-31 | $333k | 1.2k | 277.15 |
| 2023-09-30 | $300k | 1.2k | 249.35 |
| 2023-06-30 | $331k | 1.3k | 261.48 |
| 2023-03-31 | $317k | 1.3k | 250.16 |
| 2022-12-31 | $349k | 1.4k | 241.89 |
| 2022-09-30 | $303k | 1.4k | 219.41 |
| 2022-06-30 | $312k | 1.4k | 225.92 |
| 2022-03-31 | $371k | 1.4k | 268.65 |
| 2021-12-31 | $358k | 1.3k | 283.00 |
| 2021-09-30 | $333k | 1.3k | 263.24 |
| 2021-06-30 | $340k | 1.3k | 268.77 |
| 2021-03-31 | $329k | 1.3k | 260.08 |
| 2020-12-31 | $291k | 1.3k | 230.04 |
| 2020-09-30 | $325k | 1.8k | 185.40 |
| 2020-06-30 | $312k | 1.8k | 177.98 |
| 2020-03-31 | $398k | 2.0k | 194.34 |
| 2019-12-31 | $402k | 2.0k | 205.84 |
| 2019-09-30 | $377k | 2.0k | 193.04 |
| 2019-06-30 | $398k | 2.0k | 194.34 |
| 2019-03-31 | $332k | 1.8k | 189.39 |
| 2018-12-31 | $345k | 2.1k | 165.87 |
| 2018-09-30 | $419k | 2.1k | 201.44 |
| 2018-06-30 | $405k | 2.1k | 194.71 |
| 2018-03-31 | $390k | 2.1k | 187.50 |
| 2014-09-30 | $23k | 168 | 136.90 |