iShares S&P MidCap 400 Index shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Evergreen Capital 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 Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 105k | 65.26 |
| 2025-06-30 | $6.1M | 98k | 62.02 |
| 2025-03-31 | $5.2M | 88k | 58.35 |
| 2024-12-31 | $5.6M | 91k | 62.31 |
| 2024-09-30 | $5.7M | 91k | 62.32 |
| 2024-06-30 | $4.1M | 70k | 58.52 |
| 2024-03-31 | $3.7M | 61k | 60.74 |
| 2023-12-31 | $2.8M | 10k | 277.14 |
| 2023-09-30 | $2.1M | 8.4k | 250.49 |
| 2023-06-30 | $2.2M | 8.4k | 261.48 |
| 2023-03-31 | $1.5M | 6.2k | 250.16 |
| 2022-12-31 | $1.3M | 5.4k | 241.89 |
| 2022-09-30 | $1.2M | 5.4k | 219.34 |
| 2022-06-30 | $1.1M | 4.8k | 226.14 |
| 2022-03-31 | $1.3M | 4.9k | 268.42 |
| 2021-12-31 | $1.4M | 4.8k | 283.03 |
| 2021-09-30 | $1.3M | 4.8k | 263.03 |
| 2021-06-30 | $1.3M | 4.8k | 268.65 |
| 2021-03-31 | $1.7M | 6.7k | 260.32 |
| 2020-12-31 | $1.5M | 6.7k | 229.89 |
| 2020-09-30 | $294k | 1.6k | 185.61 |
| 2020-06-30 | $287k | 1.6k | 177.93 |
| 2020-03-31 | $218k | 1.5k | 143.99 |
| 2019-12-31 | $319k | 1.5k | 205.94 |
| 2019-09-30 | $299k | 1.5k | 193.03 |
| 2019-06-30 | $301k | 1.5k | 194.32 |
| 2019-03-31 | $281k | 1.5k | 189.23 |
| 2018-12-31 | $247k | 1.5k | 166.33 |
| 2018-09-30 | $299k | 1.5k | 201.35 |
| 2018-06-30 | $286k | 1.5k | 194.56 |
| 2018-03-31 | $341k | 1.8k | 187.36 |
| 2017-12-31 | $345k | 1.8k | 189.56 |
| 2017-06-30 | $200k | 1.2k | 173.91 |
More positions owned by Evergreen Capital Management
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