iShares S&P MidCap 400 Index shares owned by Fundamentun
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 253k | 60.74 |
| 2023-12-31 | $14M | 51k | 277.15 |
| 2023-09-30 | $12M | 47k | 249.35 |
| 2023-06-30 | $11M | 41k | 261.48 |
| 2023-03-31 | $9.6M | 39k | 250.16 |
| 2022-12-31 | $9.5M | 39k | 241.89 |
| 2022-09-30 | $8.2M | 38k | 219.28 |
| 2022-06-30 | $8.7M | 39k | 226.24 |
| 2022-03-31 | $10M | 38k | 268.35 |
| 2021-12-31 | $12M | 42k | 283.08 |
| 2021-09-30 | $8.5M | 32k | 263.09 |
| 2021-06-30 | $4.6M | 17k | 268.71 |
| 2021-03-31 | $4.3M | 17k | 260.27 |
| 2020-12-31 | $2.5M | 11k | 229.84 |
| 2020-09-30 | $1.8M | 10k | 185.36 |
| 2020-06-30 | $1.8M | 10k | 177.81 |
| 2020-03-31 | $1.3M | 9.1k | 143.88 |
| 2019-12-31 | $1.8M | 8.9k | 205.86 |
| 2019-09-30 | $1.7M | 8.9k | 193.23 |
| 2019-06-30 | $1.7M | 8.8k | 194.31 |
| 2019-03-31 | $2.6M | 14k | 189.43 |