iShares S&P MidCap 400 Index shares owned by Financeware
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Financeware
from 13F filings
Historical chart of Financeware investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $480k | 7.3k | 65.26 |
| 2025-06-30 | $458k | 7.4k | 62.02 |
| 2025-03-31 | $436k | 7.5k | 58.35 |
| 2024-12-31 | $497k | 8.0k | 62.31 |
| 2024-09-30 | $691k | 11k | 62.32 |
| 2024-06-30 | $780k | 13k | 58.52 |
| 2024-03-31 | $1.1M | 18k | 60.74 |
| 2023-12-31 | $1.1M | 3.9k | 277.12 |
| 2023-09-30 | $1.3M | 5.1k | 249.34 |
| 2023-06-30 | $1.4M | 5.3k | 261.47 |
| 2023-03-31 | $1.3M | 5.3k | 250.15 |
| 2022-12-31 | $1.3M | 5.3k | 241.89 |
| 2022-09-30 | $1.1M | 5.0k | 219.22 |
| 2022-06-30 | $1.2M | 5.3k | 226.23 |
| 2022-03-31 | $1.5M | 5.6k | 268.27 |
| 2021-12-31 | $1.4M | 5.0k | 283.01 |
| 2021-09-30 | $1.2M | 4.6k | 263.09 |
| 2021-06-30 | $1.3M | 4.8k | 268.64 |
| 2021-03-31 | $1.2M | 4.7k | 260.40 |
| 2020-12-31 | $1.1M | 4.9k | 229.83 |
| 2020-09-30 | $908k | 4.9k | 185.23 |
| 2020-06-30 | $672k | 3.8k | 177.92 |
| 2020-03-31 | $500k | 3.5k | 143.76 |
| 2019-12-31 | $710k | 3.4k | 205.92 |
| 2019-09-30 | $701k | 3.6k | 193.11 |
| 2019-06-30 | $622k | 3.2k | 194.13 |
| 2019-03-31 | $620k | 3.3k | 189.26 |
| 2018-12-31 | $283k | 1.7k | 166.18 |
| 2018-09-30 | $413k | 2.1k | 201.37 |
| 2018-06-30 | $447k | 2.3k | 194.77 |
| 2018-03-31 | $449k | 2.4k | 187.63 |
| 2017-12-31 | $485k | 2.6k | 189.97 |
| 2017-09-30 | $524k | 2.9k | 178.78 |
| 2017-06-30 | $756k | 4.3k | 173.83 |
| 2017-03-31 | $762k | 4.5k | 171.12 |
| 2016-12-31 | $728k | 4.4k | 165.30 |
| 2016-09-30 | $684k | 4.4k | 154.75 |
| 2016-06-30 | $662k | 4.4k | 149.37 |
| 2016-03-31 | $609k | 4.2k | 144.11 |
| 2015-12-31 | $609k | 4.4k | 139.26 |
| 2015-09-30 | $601k | 4.4k | 136.59 |
| 2015-06-30 | $660k | 4.4k | 150.03 |
| 2015-03-31 | $937k | 6.2k | 152.06 |
| 2014-12-31 | $726k | 5.0k | 144.88 |
| 2014-09-30 | $685k | 5.0k | 136.73 |
| 2014-06-30 | $717k | 5.0k | 143.14 |
| 2014-03-31 | $702k | 5.1k | 137.46 |
| 2013-12-31 | $68k | 510 | 133.33 |
| 2013-09-30 | $66k | 535 | 123.36 |
| 2013-06-30 | $59k | 510 | 115.69 |