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iShares S&P MidCap 400 Index shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital 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 Donaldson Capital 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 Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 30k 62.32
2024-06-30 $398k 6.8k 58.52
2023-06-30 $268k 1.0k 261.36
2023-03-31 $286k 1.1k 250.26
2022-12-31 $258k 1.1k 241.97
2022-09-30 $238k 1.1k 219.76
2022-06-30 $245k 1.1k 226.22
2022-03-31 $288k 1.1k 268.41
2021-12-31 $319k 1.1k 283.30
2021-09-30 $283k 1.1k 263.01
2021-06-30 $319k 1.2k 268.97
2021-03-31 $211k 811 260.17
2020-12-31 $219k 954 229.56
2014-12-31 $208k 1.4k 144.75