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
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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 |
|---|---|---|---|
| 2025-09-30 | $19k | 298 | 65.26 |
| 2025-06-30 | $23k | 366 | 62.02 |
| 2025-03-31 | $28k | 479 | 58.35 |
| 2024-12-31 | $34k | 539 | 62.31 |
| 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 |
More positions owned by Cary Street Partner Investment Advisory
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