iShares S&P MidCap 400 Index shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management 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 Charter Oak Capital Management 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 Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $913k | 15k | 62.31 |
| 2024-09-30 | $967k | 16k | 62.32 |
| 2024-06-30 | $902k | 15k | 58.52 |
| 2024-03-31 | $1.0M | 17k | 60.74 |
| 2023-12-31 | $978k | 3.5k | 277.16 |
| 2023-09-30 | $891k | 3.6k | 249.35 |
| 2023-06-30 | $953k | 3.6k | 261.48 |
| 2023-03-31 | $828k | 3.3k | 250.15 |
| 2022-12-31 | $885k | 3.7k | 241.91 |
| 2022-09-30 | $888k | 4.1k | 219.26 |
| 2022-06-30 | $998k | 4.4k | 226.25 |
| 2022-03-31 | $1.1M | 4.1k | 268.42 |
| 2021-12-31 | $1.2M | 4.1k | 283.02 |
| 2021-09-30 | $1.1M | 4.2k | 263.16 |
| 2021-06-30 | $1.1M | 4.2k | 268.63 |
| 2021-03-31 | $1.2M | 4.5k | 260.20 |
| 2020-12-31 | $1.2M | 5.1k | 229.90 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management