iShares S&P MidCap 400 Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Financial Perspectives 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 Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $474k | 7.2k | 66.00 |
| 2025-09-30 | $458k | 7.0k | 65.26 |
| 2025-06-30 | $369k | 6.0k | 62.02 |
| 2025-03-31 | $328k | 5.6k | 58.35 |
| 2024-12-31 | $345k | 5.5k | 62.31 |
| 2024-09-30 | $331k | 5.3k | 62.33 |
| 2024-06-30 | $311k | 5.3k | 58.52 |
| 2024-03-31 | $328k | 5.4k | 60.74 |
| 2023-12-31 | $296k | 1.1k | 277.07 |
| 2023-09-30 | $265k | 1.1k | 249.46 |
| 2023-06-30 | $284k | 1.1k | 261.60 |
| 2023-03-31 | $270k | 1.1k | 250.18 |
| 2022-12-31 | $260k | 1.1k | 241.81 |
| 2022-09-30 | $234k | 1.1k | 219.28 |
| 2022-06-30 | $242k | 1.1k | 226.32 |
| 2022-03-31 | $286k | 1.1k | 268.36 |
| 2021-12-31 | $310k | 1.1k | 283.01 |
| 2021-09-30 | $288k | 1.1k | 263.15 |
| 2021-06-30 | $304k | 1.1k | 268.71 |
| 2021-03-31 | $1.1M | 296k | 3.84 |
| 2020-12-31 | $261k | 1.1k | 229.86 |
| 2020-09-30 | $205k | 1.1k | 185.26 |
| 2020-06-30 | $197k | 1.1k | 177.82 |
| 2020-03-31 | $138k | 957 | 143.83 |
| 2019-12-31 | $224k | 1.1k | 205.85 |