iShares S&P MidCap 400 Index shares owned by Disciplined Investments
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments 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 Disciplined Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Disciplined Investments
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.3M | 21k | 62.32 |
2024-06-30 | $1.2M | 20k | 58.52 |
2024-03-31 | $1.3M | 21k | 60.74 |
2023-12-31 | $1.2M | 4.3k | 277.17 |
2023-09-30 | $1.1M | 4.3k | 249.37 |
2023-06-30 | $1.1M | 4.3k | 261.50 |
2023-03-31 | $1.2M | 4.9k | 250.14 |
2022-12-31 | $1.2M | 5.1k | 241.90 |
2022-09-30 | $1.1M | 5.1k | 219.29 |
2022-06-30 | $1.2M | 5.1k | 226.29 |
2022-03-31 | $1.4M | 5.2k | 268.34 |
2021-12-31 | $1.3M | 4.5k | 283.16 |
2021-09-30 | $1.2M | 4.5k | 263.05 |
2021-06-30 | $1.2M | 4.6k | 268.75 |
2021-03-31 | $1.1M | 4.2k | 260.38 |
2020-12-31 | $1.2M | 5.1k | 229.94 |
2020-09-30 | $964k | 5.2k | 185.28 |
2020-06-30 | $1.0M | 5.9k | 177.89 |
2020-03-31 | $862k | 6.0k | 143.93 |
2019-12-31 | $1.2M | 5.7k | 205.72 |