iShares S&P MidCap 400 Index shares owned by Claro Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Claro 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 Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 44k | 60.74 |
| 2023-12-31 | $2.4M | 8.5k | 277.15 |
| 2023-09-30 | $2.1M | 8.5k | 249.35 |
| 2023-06-30 | $2.2M | 8.4k | 261.49 |
| 2023-03-31 | $1.9M | 7.8k | 250.17 |
| 2022-12-31 | $1.8M | 7.6k | 241.83 |
| 2022-09-30 | $1.6M | 7.2k | 226.23 |
| 2022-06-30 | $1.6M | 7.2k | 226.23 |
| 2022-03-31 | $1.8M | 6.5k | 283.07 |
| 2021-12-31 | $1.8M | 6.5k | 283.07 |
| 2021-09-30 | $1.3M | 4.9k | 263.06 |
| 2021-06-30 | $873k | 3.3k | 268.62 |
| 2021-03-31 | $840k | 3.2k | 260.38 |
| 2020-12-31 | $970k | 4.2k | 229.75 |
| 2020-09-30 | $754k | 4.1k | 185.21 |
| 2020-06-30 | $716k | 4.0k | 177.89 |
| 2020-03-31 | $507k | 3.5k | 143.79 |
| 2019-12-31 | $746k | 3.6k | 205.79 |
| 2019-09-30 | $682k | 3.5k | 193.20 |
| 2019-06-30 | $676k | 3.5k | 194.20 |
| 2019-03-31 | $685k | 3.6k | 189.33 |
| 2018-12-31 | $626k | 3.1k | 201.35 |