iShares S&P MidCap 400 Index shares owned by Costello Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset 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 Costello Asset 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 Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 19k | 65.26 |
| 2025-06-30 | $1.3M | 20k | 62.02 |
| 2025-03-31 | $1.3M | 22k | 58.35 |
| 2024-12-31 | $1.5M | 24k | 62.31 |
| 2024-09-30 | $25k | 401 | 62.36 |
| 2024-06-30 | $24k | 401 | 58.56 |
| 2024-03-31 | $24k | 401 | 60.78 |
| 2023-12-31 | $22k | 80 | 278.06 |
| 2023-09-30 | $20k | 80 | 250.16 |
| 2023-06-30 | $21k | 80 | 262.34 |
| 2023-03-31 | $20k | 80 | 250.98 |
| 2022-12-31 | $19k | 80 | 242.69 |
| 2022-09-30 | $18k | 80 | 225.00 |
| 2022-06-30 | $34k | 150 | 226.67 |
| 2022-03-31 | $40k | 150 | 266.67 |