iShares S&P MidCap 400 Index shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 47k | 277.15 |
| 2023-09-30 | $11M | 44k | 249.35 |
| 2023-06-30 | $12M | 44k | 261.48 |
| 2023-03-31 | $11M | 42k | 250.16 |
| 2022-12-31 | $8.3M | 34k | 241.89 |
| 2022-09-30 | $3.9M | 18k | 219.25 |
| 2022-06-30 | $3.8M | 17k | 226.25 |
| 2022-03-31 | $4.4M | 16k | 268.34 |
| 2021-12-31 | $4.4M | 16k | 283.10 |
| 2021-09-30 | $3.7M | 14k | 263.06 |
| 2021-06-30 | $3.9M | 14k | 268.75 |
| 2021-03-31 | $4.4M | 17k | 260.27 |
| 2020-12-31 | $3.9M | 17k | 229.83 |
| 2020-09-30 | $3.2M | 17k | 185.30 |
| 2020-06-30 | $3.3M | 19k | 177.84 |
| 2020-03-31 | $3.0M | 21k | 143.86 |
| 2019-12-31 | $3.7M | 18k | 205.82 |
| 2019-09-30 | $3.2M | 17k | 193.24 |
| 2019-06-30 | $2.8M | 14k | 194.23 |
| 2019-03-31 | $2.5M | 13k | 189.37 |
| 2018-12-31 | $1.1M | 6.6k | 166.01 |