iShares S&P MidCap 400 Index shares owned by Crewe Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Crewe 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 Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $37M | 132k | 277.15 |
| 2023-09-30 | $35M | 140k | 249.35 |
| 2023-06-30 | $35M | 132k | 261.48 |
| 2023-03-31 | $32M | 128k | 250.16 |
| 2022-12-31 | $29M | 119k | 241.89 |
| 2022-09-30 | $26M | 118k | 219.26 |
| 2022-06-30 | $26M | 115k | 226.23 |
| 2022-03-31 | $29M | 109k | 268.34 |
| 2021-12-31 | $28M | 99k | 283.08 |
| 2021-09-30 | $25M | 94k | 263.07 |
| 2021-06-30 | $25M | 91k | 268.73 |
| 2021-03-31 | $23M | 86k | 260.28 |
| 2020-12-31 | $16M | 68k | 229.82 |
| 2020-09-30 | $10M | 55k | 185.30 |
| 2020-06-30 | $8.9M | 50k | 177.81 |
| 2020-03-31 | $6.6M | 46k | 143.85 |
| 2019-12-31 | $6.3M | 30k | 205.82 |
| 2019-09-30 | $5.5M | 28k | 193.22 |
| 2019-06-30 | $4.0M | 21k | 194.26 |
| 2019-03-31 | $3.4M | 18k | 189.39 |
| 2018-12-31 | $2.6M | 16k | 166.03 |
| 2018-09-30 | $1.9M | 9.7k | 201.24 |
| 2018-06-30 | $1.2M | 6.0k | 194.81 |
| 2018-03-31 | $695k | 3.7k | 187.69 |
| 2017-12-31 | $537k | 2.8k | 189.69 |