iShares S&P MidCap 400 Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Klingman & Associates 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 Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $94M | 1.4M | 65.26 |
| 2025-06-30 | $87M | 1.4M | 62.02 |
| 2025-03-31 | $84M | 1.4M | 58.35 |
| 2024-12-31 | $86M | 1.4M | 62.31 |
| 2024-09-30 | $85M | 1.4M | 62.32 |
| 2024-06-30 | $77M | 1.3M | 58.52 |
| 2024-03-31 | $77M | 1.3M | 60.74 |
| 2023-12-31 | $69M | 249k | 277.15 |
| 2023-09-30 | $60M | 240k | 249.35 |
| 2023-06-30 | $60M | 231k | 261.48 |
| 2023-03-31 | $56M | 223k | 250.16 |
| 2022-12-31 | $52M | 214k | 241.89 |
| 2022-09-30 | $45M | 203k | 219.26 |
| 2022-06-30 | $46M | 203k | 226.23 |
| 2022-03-31 | $57M | 211k | 268.34 |
| 2021-12-31 | $57M | 200k | 283.08 |
| 2021-09-30 | $50M | 188k | 263.07 |
| 2021-06-30 | $48M | 178k | 268.73 |
| 2021-03-31 | $45M | 171k | 260.28 |
| 2020-12-31 | $37M | 159k | 229.83 |
| 2020-09-30 | $26M | 139k | 185.31 |
| 2020-06-30 | $23M | 130k | 177.82 |
| 2020-03-31 | $21M | 148k | 143.87 |
| 2019-12-31 | $53M | 259k | 205.82 |
| 2019-09-30 | $47M | 242k | 193.23 |
| 2019-06-30 | $17M | 87k | 194.26 |
| 2019-03-31 | $42M | 221k | 189.40 |
| 2018-12-31 | $38M | 226k | 166.06 |
| 2018-09-30 | $43M | 214k | 201.29 |
| 2018-06-30 | $41M | 209k | 194.78 |
| 2018-03-31 | $37M | 198k | 187.57 |
| 2017-12-31 | $36M | 188k | 189.78 |
| 2017-09-30 | $32M | 179k | 178.90 |
| 2017-06-30 | $28M | 162k | 173.95 |
| 2017-03-31 | $24M | 142k | 171.22 |
| 2016-12-31 | $21M | 130k | 165.34 |
| 2016-09-30 | $16M | 105k | 154.71 |
| 2016-06-30 | $12M | 80k | 149.39 |
| 2016-03-31 | $6.6M | 46k | 144.18 |
| 2015-12-31 | $4.7M | 34k | 139.31 |
| 2015-09-30 | $5.7M | 42k | 136.60 |
| 2015-06-30 | $5.0M | 33k | 149.99 |
| 2015-03-31 | $3.9M | 26k | 151.99 |
| 2014-12-31 | $2.9M | 20k | 144.75 |