iShares S&P MidCap 400 Index shares owned by Lake Street Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Lake Street Financial 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 Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.0M | 129k | 62.32 |
| 2024-06-30 | $7.2M | 122k | 58.52 |
| 2024-03-31 | $7.3M | 119k | 60.74 |
| 2023-12-31 | $517k | 1.9k | 277.22 |
| 2023-09-30 | $475k | 1.9k | 250.20 |
| 2023-06-30 | $531k | 2.0k | 261.50 |
| 2023-03-31 | $537k | 2.1k | 250.17 |
| 2022-12-31 | $508k | 2.1k | 241.89 |
| 2022-09-30 | $521k | 2.4k | 219.18 |
| 2022-06-30 | $538k | 2.4k | 226.34 |
| 2022-03-31 | $744k | 2.8k | 268.30 |
| 2021-12-31 | $820k | 2.9k | 282.95 |
| 2021-09-30 | $542k | 2.1k | 262.85 |
| 2021-06-30 | $478k | 1.8k | 271.28 |
| 2021-03-31 | $475k | 1.8k | 260.42 |
| 2020-12-31 | $442k | 1.9k | 229.73 |
| 2020-09-30 | $286k | 1.5k | 185.23 |
| 2020-06-30 | $270k | 1.5k | 177.40 |
| 2020-03-31 | $317k | 2.2k | 144.03 |
| 2019-12-31 | $869k | 4.2k | 205.88 |
| 2019-09-30 | $799k | 4.1k | 193.28 |
| 2019-06-30 | $728k | 3.7k | 194.19 |
| 2019-03-31 | $363k | 1.9k | 189.66 |