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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Evercore Wealth 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 Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
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