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iShares S&P MidCap 400 Index shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $26M 448k 58.55
2024-03-31 $11M 187k 60.74
2023-03-31 $927k 3.7k 250.27
2022-12-31 $872k 3.6k 241.75
2022-09-30 $804k 3.7k 219.25
2022-06-30 $898k 4.0k 226.20
2022-03-31 $1.1M 4.0k 268.45
2021-12-31 $838k 3.6k 229.90
2021-09-30 $965k 3.7k 263.09
2021-06-30 $986k 3.7k 268.81
2021-03-31 $957k 3.7k 260.34
2020-12-31 $838k 3.6k 229.90
2020-09-30 $668k 3.6k 185.20
2020-06-30 $641k 3.6k 177.71
2020-03-31 $519k 3.6k 143.89
2017-12-31 $246k 1.3k 189.96
2017-09-30 $303k 1.7k 178.87
2017-06-30 $308k 1.8k 174.01
2017-03-31 $305k 1.8k 171.06