iShares S&P MidCap 400 Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 159k | 65.26 |
| 2025-06-30 | $9.8M | 159k | 62.02 |
| 2025-03-31 | $9.3M | 159k | 58.35 |
| 2024-12-31 | $11M | 170k | 62.31 |
| 2024-09-30 | $11M | 177k | 62.32 |
| 2024-06-30 | $11M | 180k | 58.52 |
| 2024-03-31 | $11M | 187k | 60.74 |
| 2023-09-30 | $10M | 41k | 249.35 |
| 2023-06-30 | $9.6M | 37k | 261.48 |
| 2023-03-31 | $8.8M | 35k | 250.16 |
| 2022-12-31 | $8.3M | 34k | 241.89 |
| 2022-09-30 | $7.6M | 35k | 219.28 |
| 2022-06-30 | $7.9M | 35k | 226.22 |
| 2022-03-31 | $9.7M | 36k | 268.38 |
| 2021-12-31 | $11M | 39k | 283.16 |
| 2021-09-30 | $10M | 38k | 263.15 |
| 2021-06-30 | $10M | 38k | 268.80 |
| 2021-03-31 | $9.8M | 38k | 260.27 |
| 2020-12-31 | $8.3M | 36k | 229.84 |
| 2020-09-30 | $6.2M | 33k | 185.32 |
| 2020-06-30 | $5.9M | 33k | 177.83 |
| 2020-03-31 | $5.7M | 40k | 143.86 |
| 2019-12-31 | $6.0M | 29k | 205.81 |
| 2019-09-30 | $5.6M | 29k | 193.27 |
| 2019-06-30 | $4.2M | 22k | 194.28 |
| 2019-03-31 | $2.6M | 14k | 189.41 |
| 2018-12-31 | $1.4M | 8.7k | 166.11 |
| 2018-09-30 | $2.2M | 11k | 201.26 |
| 2018-06-30 | $2.1M | 11k | 194.82 |
| 2018-03-31 | $1.8M | 9.6k | 187.55 |
| 2017-12-31 | $1.9M | 10k | 189.35 |
| 2017-09-30 | $1.8M | 10k | 178.89 |
| 2017-06-30 | $1.8M | 10k | 173.57 |
| 2017-03-31 | $1.7M | 10k | 171.24 |
| 2016-12-31 | $1.7M | 10k | 165.35 |
| 2016-09-30 | $5.4M | 35k | 154.70 |
| 2016-06-30 | $4.7M | 31k | 149.38 |
| 2016-03-31 | $4.5M | 31k | 143.90 |
| 2015-12-31 | $5.0M | 36k | 139.35 |
| 2015-09-30 | $4.9M | 36k | 136.59 |
| 2015-06-30 | $5.6M | 37k | 149.97 |
| 2015-03-31 | $6.1M | 40k | 151.22 |
| 2014-12-31 | $5.1M | 35k | 144.80 |
| 2014-09-30 | $5.5M | 40k | 136.59 |
| 2014-06-30 | $5.8M | 41k | 143.09 |
| 2014-03-31 | $5.1M | 37k | 136.59 |
| 2013-12-31 | $5.0M | 38k | 133.83 |
| 2013-09-30 | $4.6M | 37k | 124.39 |
| 2013-06-30 | $4.1M | 36k | 115.52 |
| 2013-03-31 | $3.8M | 33k | 115.07 |
| 2011-09-30 | $140k | 1.8k | 77.50 |
| 2011-06-30 | $489k | 5.0k | 97.80 |
| 2011-03-31 | $494k | 5.0k | 98.80 |
| 2010-12-31 | $453k | 5.0k | 90.60 |
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