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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Donaldson Capital Management
Home Depot (HD)
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