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iShares S&P MidCap 400 Index shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 91k 62.32
2024-06-30 $5.2M 89k 58.52
2024-03-31 $5.1M 84k 60.74
2023-12-31 $2.0M 7.1k 283.07
2023-09-30 $3.8M 15k 249.35
2023-06-30 $3.9M 15k 261.47
2023-03-31 $2.2M 8.7k 250.16
2022-12-31 $2.1M 8.8k 241.89
2022-09-30 $1.9M 8.8k 219.29
2022-06-30 $1.9M 8.6k 226.20
2022-03-31 $1.9M 7.2k 268.35
2021-12-31 $2.0M 7.1k 283.07
2021-09-30 $1.8M 7.0k 263.02
2021-06-30 $1.8M 6.8k 268.80
2021-03-31 $1.8M 6.8k 260.25
2020-12-31 $1.6M 7.2k 229.78
2020-09-30 $1.4M 7.3k 185.34
2020-06-30 $544k 3.1k 177.72
2019-12-31 $948k 4.6k 205.73
2018-12-31 $284k 1.7k 165.69