iShares S&P MidCap 400 Index shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors 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 KCM Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 40k | 65.26 |
| 2025-06-30 | $2.5M | 40k | 62.02 |
| 2025-03-31 | $2.3M | 40k | 58.35 |
| 2024-12-31 | $2.5M | 39k | 62.31 |
| 2024-09-30 | $2.4M | 39k | 62.32 |
| 2024-06-30 | $2.3M | 40k | 58.52 |
| 2024-03-31 | $2.5M | 42k | 60.74 |
| 2023-09-30 | $2.1M | 8.4k | 249.35 |
| 2023-06-30 | $2.2M | 8.4k | 261.49 |
| 2023-03-31 | $2.3M | 9.2k | 250.17 |
| 2022-12-31 | $1.8M | 7.6k | 241.90 |
| 2022-09-30 | $1.6M | 7.5k | 219.22 |
| 2022-06-30 | $1.7M | 7.5k | 226.19 |
| 2022-03-31 | $2.0M | 7.6k | 268.30 |
| 2021-12-31 | $2.2M | 7.7k | 283.07 |
| 2021-09-30 | $2.0M | 7.7k | 263.07 |
| 2021-06-30 | $2.5M | 9.2k | 268.71 |
| 2021-03-31 | $2.0M | 7.7k | 260.33 |
| 2020-12-31 | $1.9M | 8.1k | 229.77 |
| 2020-09-30 | $1.5M | 8.1k | 185.26 |
| 2020-06-30 | $1.7M | 9.7k | 177.85 |
| 2020-03-31 | $1.1M | 7.9k | 143.83 |
| 2019-12-31 | $1.8M | 8.6k | 205.82 |
| 2019-09-30 | $1.6M | 8.3k | 193.23 |
| 2019-06-30 | $1.7M | 8.8k | 194.22 |
| 2019-03-31 | $1.7M | 8.7k | 189.39 |
| 2018-12-31 | $1.6M | 9.6k | 166.02 |
| 2018-09-30 | $1.9M | 9.4k | 201.33 |
| 2018-06-30 | $1.9M | 9.6k | 194.83 |
| 2018-03-31 | $1.8M | 9.5k | 187.61 |
| 2017-12-31 | $1.8M | 9.5k | 189.75 |
| 2017-09-30 | $1.7M | 9.4k | 178.87 |
| 2017-06-30 | $1.6M | 9.3k | 173.96 |
| 2017-03-31 | $1.6M | 9.5k | 171.20 |
| 2016-12-31 | $1.6M | 9.4k | 165.29 |
| 2016-09-30 | $1.5M | 9.4k | 154.67 |
| 2016-06-30 | $1.5M | 10k | 149.38 |
| 2016-03-31 | $1.4M | 9.9k | 144.14 |
| 2015-12-31 | $1.3M | 9.4k | 139.35 |
| 2015-09-30 | $1.3M | 9.8k | 136.60 |
| 2015-06-30 | $1.5M | 9.8k | 150.03 |
| 2015-03-31 | $1.5M | 9.9k | 151.99 |
| 2014-12-31 | $1.4M | 9.7k | 144.82 |
| 2014-09-30 | $1.3M | 9.7k | 136.79 |
| 2014-06-30 | $1.4M | 9.8k | 143.13 |
| 2014-03-31 | $1.3M | 9.6k | 137.49 |
| 2013-12-31 | $1.2M | 8.7k | 133.81 |
| 2013-09-30 | $1.1M | 8.7k | 124.15 |
| 2013-06-30 | $989k | 8.6k | 115.50 |
| 2013-03-31 | $923k | 8.0k | 115.13 |
| 2012-12-31 | $846k | 8.3k | 101.65 |
| 2012-06-30 | $755k | 8.0k | 94.17 |
| 2012-03-31 | $825k | 8.3k | 99.19 |
| 2011-12-31 | $650k | 7.4k | 87.67 |
| 2011-09-30 | $579k | 7.4k | 77.96 |
| 2011-06-30 | $762k | 7.8k | 97.67 |
| 2011-03-31 | $710k | 7.2k | 98.75 |
| 2010-12-31 | $652k | 7.2k | 90.68 |
More positions owned by KCM Investment Advisors
Home Depot (HD)
View all positions for KCM Investment Advisors