iShares S&P MidCap 400 Index shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay 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 Evermay 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 Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 625k | 65.26 |
| 2025-06-30 | $40M | 648k | 62.02 |
| 2025-03-31 | $40M | 679k | 58.35 |
| 2024-12-31 | $43M | 692k | 62.31 |
| 2024-09-30 | $44M | 709k | 62.32 |
| 2024-06-30 | $43M | 734k | 58.52 |
| 2024-03-31 | $45M | 739k | 60.74 |
| 2023-12-31 | $39M | 141k | 277.15 |
| 2023-09-30 | $36M | 144k | 250.31 |
| 2023-06-30 | $37M | 142k | 261.48 |
| 2023-03-31 | $35M | 141k | 250.16 |
| 2022-12-31 | $35M | 144k | 241.89 |
| 2022-09-30 | $32M | 147k | 219.26 |
| 2022-06-30 | $33M | 145k | 226.23 |
| 2022-03-31 | $37M | 139k | 268.34 |
| 2021-12-31 | $38M | 136k | 283.08 |
| 2021-09-30 | $35M | 131k | 263.07 |
| 2021-06-30 | $34M | 127k | 268.73 |
| 2021-03-31 | $33M | 126k | 260.28 |
| 2020-12-31 | $28M | 121k | 229.83 |
| 2020-09-30 | $21M | 116k | 185.31 |
| 2020-06-30 | $22M | 121k | 177.82 |
| 2020-03-31 | $24M | 169k | 143.86 |
| 2019-12-31 | $42M | 203k | 205.82 |
| 2019-09-30 | $39M | 202k | 193.23 |
| 2019-06-30 | $39M | 199k | 194.26 |
| 2019-03-31 | $38M | 202k | 189.40 |
| 2018-12-31 | $33M | 201k | 166.06 |
| 2018-09-30 | $44M | 217k | 201.29 |
| 2018-06-30 | $42M | 217k | 194.78 |
| 2018-03-31 | $40M | 215k | 187.57 |
| 2017-12-31 | $37M | 197k | 189.78 |
| 2017-09-30 | $36M | 199k | 178.90 |
| 2017-06-30 | $34M | 196k | 173.95 |
| 2017-03-31 | $33M | 193k | 171.24 |
| 2016-12-31 | $32M | 193k | 165.34 |
| 2016-09-30 | $28M | 181k | 154.71 |
| 2016-06-30 | $24M | 162k | 149.39 |
| 2016-03-31 | $23M | 157k | 144.19 |
| 2015-12-31 | $22M | 155k | 139.32 |
| 2015-09-30 | $22M | 161k | 136.61 |
| 2015-06-30 | $22M | 146k | 149.98 |
| 2015-03-31 | $21M | 138k | 151.98 |
| 2014-12-31 | $18M | 127k | 144.80 |
| 2014-09-30 | $16M | 120k | 136.74 |
| 2014-06-30 | $18M | 125k | 143.08 |
| 2014-03-31 | $17M | 120k | 137.47 |
| 2013-12-31 | $16M | 119k | 133.81 |