iShares S&P MidCap 400 Index shares owned by Family Firm
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Family Firm 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 Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.7M | 27k | 62.02 |
| 2025-03-31 | $1.5M | 27k | 58.35 |
| 2024-12-31 | $1.7M | 27k | 62.31 |
| 2024-09-30 | $1.7M | 27k | 62.32 |
| 2024-06-30 | $1.6M | 27k | 58.52 |
| 2024-03-31 | $1.7M | 29k | 60.74 |
| 2023-12-31 | $1.6M | 5.8k | 277.14 |
| 2023-09-30 | $1.5M | 5.8k | 249.34 |
| 2023-06-30 | $1.5M | 5.9k | 261.47 |
| 2023-03-31 | $1.5M | 5.9k | 250.16 |
| 2022-12-31 | $1.5M | 6.0k | 241.90 |
| 2022-09-30 | $1.3M | 6.0k | 219.20 |
| 2022-06-30 | $1.7M | 6.1k | 283.10 |
| 2022-03-31 | $1.7M | 6.1k | 283.10 |
| 2021-12-31 | $1.7M | 6.1k | 283.10 |
| 2021-09-30 | $1.7M | 6.3k | 277.57 |
| 2021-06-30 | $1.7M | 6.3k | 268.71 |
| 2021-03-31 | $1.6M | 6.3k | 260.22 |
| 2020-12-31 | $1.5M | 6.2k | 241.60 |
| 2020-09-30 | $1.2M | 6.7k | 185.31 |
| 2020-06-30 | $1.3M | 7.4k | 177.89 |
| 2020-03-31 | $1.1M | 7.6k | 143.91 |
| 2019-12-31 | $1.8M | 8.8k | 205.84 |
| 2019-09-30 | $1.8M | 9.4k | 193.27 |
| 2019-06-30 | $1.8M | 9.4k | 194.22 |
| 2019-03-31 | $1.8M | 9.5k | 189.36 |
| 2018-12-31 | $1.6M | 9.8k | 166.05 |
| 2018-09-30 | $2.0M | 9.7k | 201.32 |
| 2018-06-30 | $1.9M | 9.6k | 194.82 |
| 2018-03-31 | $1.8M | 9.5k | 187.61 |
| 2017-12-31 | $1.8M | 9.7k | 189.79 |
| 2017-09-30 | $1.7M | 9.7k | 178.93 |
| 2017-06-30 | $1.7M | 9.7k | 173.95 |
| 2017-03-31 | $1.9M | 11k | 171.17 |
| 2016-12-31 | $1.8M | 11k | 165.32 |
| 2016-09-30 | $1.8M | 12k | 154.74 |
| 2016-06-30 | $1.8M | 12k | 149.42 |
| 2016-03-31 | $1.7M | 12k | 144.15 |
| 2015-12-31 | $1.7M | 12k | 139.31 |
| 2015-09-30 | $1.7M | 13k | 136.60 |
| 2015-06-30 | $1.9M | 12k | 149.96 |
| 2015-03-31 | $1.9M | 12k | 151.94 |
| 2014-12-31 | $1.8M | 12k | 144.80 |