iShares S&P MidCap 400 Index shares owned by Kowal Investment Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Kowal Investment Group
from 13F filings
Historical chart of Kowal Investment Group 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 Kowal Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Kowal Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 63k | 60.74 |
| 2023-12-31 | $3.4M | 12k | 277.16 |
| 2023-09-30 | $3.3M | 13k | 249.34 |
| 2023-06-30 | $3.3M | 13k | 261.48 |
| 2023-03-31 | $3.4M | 14k | 250.15 |
| 2022-12-31 | $2.7M | 11k | 241.88 |
| 2022-09-30 | $2.3M | 10k | 219.26 |
| 2022-06-30 | $1.9M | 8.2k | 226.24 |
| 2022-03-31 | $2.1M | 7.6k | 268.38 |
| 2021-12-31 | $1.5M | 5.4k | 283.16 |
| 2021-09-30 | $1.1M | 4.3k | 263.12 |
| 2021-06-30 | $942k | 3.5k | 268.84 |
| 2021-03-31 | $550k | 2.1k | 260.42 |
| 2020-12-31 | $247k | 1.0k | 244.55 |