iShares S&P MidCap 400 Index shares owned by Gradient Investments
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 32k | 65.26 |
| 2025-06-30 | $1.7M | 27k | 62.02 |
| 2025-03-31 | $1.3M | 22k | 58.35 |
| 2024-06-30 | $177k | 3.0k | 58.51 |
| 2024-03-31 | $124k | 2.0k | 60.74 |
| 2023-12-31 | $290k | 1.0k | 277.15 |
| 2023-09-30 | $230k | 922 | 249.32 |
| 2023-06-30 | $316k | 1.2k | 261.46 |
| 2023-03-31 | $283k | 1.1k | 250.12 |
| 2022-12-31 | $295k | 1.2k | 241.96 |
| 2022-09-30 | $300k | 1.4k | 219.46 |
| 2022-06-30 | $166k | 733 | 226.47 |
| 2022-03-31 | $200k | 746 | 268.10 |
| 2021-12-31 | $173k | 612 | 282.68 |
| 2021-09-30 | $141k | 536 | 263.06 |
| 2021-06-30 | $125k | 466 | 268.24 |
| 2021-03-31 | $121k | 466 | 259.66 |
| 2020-12-31 | $104k | 559 | 186.05 |
| 2020-09-30 | $104k | 559 | 186.05 |
| 2020-06-30 | $99k | 559 | 177.10 |
| 2020-03-31 | $84k | 586 | 143.34 |
| 2019-12-31 | $148k | 718 | 206.13 |
| 2019-09-30 | $102k | 529 | 192.82 |
| 2019-06-30 | $166k | 857 | 193.70 |
| 2019-03-31 | $102k | 538 | 189.59 |
| 2018-12-31 | $101k | 606 | 166.67 |
| 2018-09-30 | $116k | 574 | 202.09 |
| 2018-06-30 | $102k | 522 | 195.40 |
| 2018-03-31 | $149k | 796 | 187.19 |
| 2017-12-31 | $251k | 1.3k | 189.58 |
| 2017-06-30 | $163k | 938 | 173.77 |
| 2017-03-31 | $65k | 380 | 171.05 |
| 2016-12-31 | $63k | 380 | 165.79 |
| 2016-09-30 | $59k | 380 | 155.26 |
| 2016-06-30 | $58k | 390 | 148.72 |
| 2016-03-31 | $55k | 380 | 144.74 |
| 2015-12-31 | $53k | 380 | 139.47 |
| 2015-09-30 | $52k | 380 | 136.84 |
| 2015-06-30 | $57k | 380 | 150.00 |
| 2015-03-31 | $58k | 380 | 152.63 |
| 2014-12-31 | $55k | 380 | 144.74 |
| 2014-09-30 | $52k | 380 | 136.84 |
| 2014-06-30 | $54k | 380 | 142.11 |
| 2014-03-31 | $70k | 510 | 137.25 |
| 2013-12-31 | $61k | 458 | 133.19 |
| 2013-09-30 | $49k | 398 | 123.12 |
| 2013-06-30 | $46k | 398 | 115.58 |