iShares S&P MidCap 400 Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Crestwood 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 Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 85k | 62.32 |
| 2024-06-30 | $5.1M | 87k | 58.52 |
| 2024-03-31 | $5.2M | 86k | 60.74 |
| 2023-12-31 | $4.9M | 18k | 277.15 |
| 2023-09-30 | $4.6M | 18k | 249.35 |
| 2023-06-30 | $2.8M | 11k | 261.48 |
| 2023-03-31 | $2.5M | 10k | 250.16 |
| 2022-12-31 | $2.4M | 10k | 241.89 |
| 2022-09-30 | $2.3M | 10k | 219.25 |
| 2022-06-30 | $2.4M | 11k | 226.22 |
| 2022-03-31 | $2.9M | 11k | 268.34 |
| 2021-12-31 | $3.2M | 11k | 283.08 |
| 2021-09-30 | $2.8M | 11k | 263.06 |
| 2021-06-30 | $3.2M | 12k | 268.72 |
| 2021-03-31 | $3.2M | 12k | 260.28 |
| 2020-12-31 | $2.7M | 12k | 229.79 |
| 2020-09-30 | $2.2M | 12k | 185.28 |
| 2020-06-30 | $2.2M | 12k | 177.85 |
| 2020-03-31 | $1.8M | 13k | 143.86 |
| 2019-12-31 | $2.7M | 13k | 205.82 |
| 2019-09-30 | $2.4M | 12k | 193.20 |
| 2019-06-30 | $2.3M | 12k | 194.26 |
| 2018-09-30 | $264k | 1.3k | 201.22 |