iShares S&P MidCap 400 Index shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel 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 Clifford Swan Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 32k | 65.26 |
| 2025-06-30 | $2.3M | 38k | 62.02 |
| 2025-03-31 | $2.2M | 38k | 58.35 |
| 2024-12-31 | $2.3M | 37k | 62.31 |
| 2024-09-30 | $2.3M | 37k | 62.32 |
| 2024-06-30 | $2.2M | 37k | 58.52 |
| 2024-03-31 | $2.3M | 37k | 60.74 |
| 2023-12-31 | $1.9M | 7.0k | 277.15 |
| 2023-09-30 | $1.8M | 7.0k | 249.35 |
| 2023-06-30 | $1.8M | 7.0k | 261.48 |
| 2023-03-31 | $1.8M | 7.0k | 250.16 |
| 2022-12-31 | $1.7M | 7.0k | 241.89 |
| 2022-09-30 | $1.5M | 7.0k | 219.19 |
| 2022-06-30 | $1.6M | 7.0k | 226.29 |
| 2022-03-31 | $1.9M | 7.0k | 268.31 |
| 2021-12-31 | $2.0M | 7.0k | 283.08 |
| 2021-09-30 | $2.0M | 7.0k | 284.36 |
| 2021-06-30 | $1.9M | 7.0k | 267.46 |
| 2021-03-31 | $2.1M | 7.9k | 260.30 |
| 2020-12-31 | $1.8M | 7.9k | 229.88 |
| 2020-09-30 | $1.5M | 8.0k | 185.27 |
| 2020-06-30 | $1.4M | 7.9k | 177.78 |
| 2020-03-31 | $1.2M | 8.0k | 143.88 |
| 2019-12-31 | $1.3M | 6.3k | 205.80 |
| 2019-09-30 | $1.2M | 6.3k | 193.28 |
| 2019-06-30 | $1.2M | 6.3k | 194.23 |
| 2019-03-31 | $1.2M | 6.3k | 189.37 |
| 2018-12-31 | $1.0M | 6.2k | 166.02 |
| 2018-09-30 | $540k | 2.7k | 201.27 |
| 2018-06-30 | $224k | 1.2k | 194.44 |
| 2018-03-31 | $216k | 1.2k | 187.50 |
| 2017-12-31 | $219k | 1.2k | 190.10 |
| 2017-09-30 | $206k | 1.2k | 178.82 |
| 2017-06-30 | $200k | 1.2k | 173.61 |
| 2016-06-30 | $220k | 1.5k | 149.15 |
| 2016-03-31 | $210k | 1.5k | 144.33 |
| 2015-12-31 | $205k | 1.5k | 138.98 |
| 2011-12-31 | $191k | 2.2k | 87.61 |
| 2011-09-30 | $170k | 2.2k | 77.98 |
| 2011-03-31 | $267k | 2.7k | 98.89 |
| 2010-12-31 | $245k | 2.7k | 90.74 |
More positions owned by Clifford Swan Investment Counsel
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