iShares S&P MidCap 400 Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 23k | 65.28 |
| 2025-06-30 | $1.5M | 25k | 62.01 |
| 2025-03-31 | $1.5M | 25k | 58.37 |
| 2024-12-31 | $1.6M | 25k | 62.31 |
| 2024-09-30 | $1.6M | 26k | 62.31 |
| 2024-06-30 | $1.6M | 27k | 58.50 |
| 2024-03-31 | $1.7M | 28k | 60.76 |
| 2023-12-31 | $1.6M | 5.7k | 277.12 |
| 2023-09-30 | $1.4M | 5.7k | 249.34 |
| 2023-06-30 | $1.7M | 6.6k | 261.46 |
| 2023-03-31 | $1.7M | 7.0k | 250.22 |
| 2022-12-31 | $1.6M | 6.8k | 241.84 |
| 2022-09-30 | $1.5M | 6.9k | 219.28 |
| 2022-06-30 | $1.6M | 6.9k | 226.21 |
| 2022-03-31 | $1.8M | 6.9k | 268.35 |
| 2021-12-31 | $2.0M | 7.1k | 283.07 |
| 2021-09-30 | $1.9M | 7.0k | 263.05 |
| 2021-06-30 | $2.1M | 7.7k | 268.69 |
| 2021-03-31 | $2.1M | 7.9k | 260.30 |
| 2020-12-31 | $2.0M | 8.6k | 229.88 |
| 2020-09-30 | $1.6M | 8.7k | 185.36 |
| 2020-06-30 | $1.7M | 9.5k | 177.78 |
| 2020-03-31 | $1.5M | 10k | 143.90 |
| 2019-12-31 | $2.4M | 12k | 205.79 |
| 2019-09-30 | $2.9M | 15k | 193.22 |
| 2018-12-31 | $2.6M | 16k | 166.05 |
| 2018-09-30 | $3.3M | 16k | 201.27 |
| 2018-06-30 | $3.2M | 16k | 194.74 |
| 2018-03-31 | $3.1M | 17k | 187.56 |
| 2017-12-31 | $3.4M | 18k | 189.78 |
| 2017-09-30 | $3.3M | 18k | 178.86 |
| 2017-06-30 | $3.2M | 19k | 173.94 |
| 2017-03-31 | $3.7M | 22k | 171.16 |
| 2016-12-31 | $4.1M | 25k | 165.34 |
| 2016-09-30 | $4.0M | 26k | 154.71 |
| 2016-06-30 | $6.4M | 43k | 149.37 |
| 2016-03-31 | $7.6M | 53k | 144.18 |
| 2015-12-31 | $8.3M | 59k | 139.30 |
| 2015-09-30 | $8.9M | 65k | 136.60 |
| 2015-06-30 | $10M | 69k | 149.97 |
| 2015-03-31 | $11M | 73k | 151.97 |
| 2014-09-30 | $11M | 79k | 136.74 |