iShares S&P MidCap 400 Index shares owned by Evanson Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Evanson Asset Management
from 13F filings
Historical chart of Evanson Asset Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Evanson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 16k | 65.26 |
| 2025-06-30 | $1.0M | 16k | 62.02 |
| 2025-03-31 | $959k | 16k | 58.35 |
| 2024-12-31 | $1.0M | 16k | 62.31 |
| 2024-09-30 | $1.0M | 16k | 62.32 |
| 2024-06-30 | $959k | 16k | 58.52 |
| 2024-03-31 | $995k | 16k | 60.74 |
| 2023-12-31 | $902k | 3.3k | 277.14 |
| 2023-09-30 | $812k | 3.3k | 249.38 |
| 2023-06-30 | $846k | 3.2k | 261.51 |
| 2023-03-31 | $804k | 3.2k | 250.17 |
| 2022-12-31 | $705k | 3.2k | 219.28 |
| 2022-09-30 | $705k | 3.2k | 219.35 |
| 2022-06-30 | $727k | 3.2k | 226.20 |
| 2022-03-31 | $1.3M | 5.0k | 268.39 |
| 2021-12-31 | $1.6M | 5.7k | 283.12 |
| 2021-09-30 | $1.5M | 5.7k | 268.83 |
| 2021-06-30 | $1.5M | 5.7k | 268.83 |
| 2021-03-31 | $1.5M | 5.7k | 260.27 |
| 2020-12-31 | $1.3M | 5.7k | 229.85 |
| 2020-09-30 | $1.1M | 5.7k | 185.28 |
| 2020-06-30 | $1.0M | 5.7k | 177.77 |
| 2020-03-31 | $823k | 5.7k | 143.88 |
| 2019-12-31 | $1.3M | 6.2k | 205.86 |
| 2019-09-30 | $1.2M | 6.3k | 193.26 |
| 2019-06-30 | $1.3M | 6.6k | 194.28 |
| 2019-03-31 | $1.0M | 5.3k | 189.42 |
| 2018-12-31 | $879k | 5.3k | 166.01 |
| 2018-09-30 | $1.1M | 5.3k | 201.32 |
| 2018-06-30 | $1.0M | 5.3k | 194.75 |
| 2018-03-31 | $998k | 5.3k | 187.63 |
| 2017-12-31 | $987k | 5.2k | 189.73 |
| 2017-09-30 | $688k | 3.8k | 178.84 |
| 2017-06-30 | $452k | 2.6k | 173.78 |
| 2017-03-31 | $466k | 2.7k | 171.26 |
| 2016-12-31 | $404k | 2.4k | 165.44 |
| 2016-09-30 | $378k | 2.4k | 154.85 |
| 2016-06-30 | $536k | 3.6k | 149.39 |
| 2016-03-31 | $429k | 3.0k | 144.30 |
| 2015-12-31 | $346k | 2.5k | 139.18 |
| 2015-09-30 | $340k | 2.5k | 136.77 |
| 2015-06-30 | $373k | 2.5k | 150.04 |
| 2015-03-31 | $266k | 1.8k | 151.74 |
| 2014-12-31 | $254k | 1.8k | 144.89 |
| 2014-09-30 | $234k | 1.7k | 136.60 |