iShares S&P MidCap 400 Index shares owned by Lee Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $71M | 1.2M | 58.52 |
| 2024-03-31 | $74M | 1.2M | 60.74 |
| 2023-12-31 | $66M | 237k | 277.15 |
| 2023-09-30 | $61M | 244k | 250.05 |
| 2023-06-30 | $67M | 258k | 261.48 |
| 2023-03-31 | $63M | 252k | 250.16 |
| 2022-12-31 | $61M | 250k | 241.89 |
| 2022-09-30 | $54M | 246k | 219.26 |
| 2022-06-30 | $54M | 237k | 226.23 |
| 2022-03-31 | $63M | 235k | 268.34 |
| 2021-12-31 | $66M | 234k | 283.08 |
| 2021-09-30 | $61M | 232k | 263.07 |
| 2021-06-30 | $62M | 232k | 268.73 |
| 2021-03-31 | $61M | 235k | 260.28 |
| 2020-12-31 | $56M | 243k | 229.83 |
| 2020-09-30 | $46M | 249k | 185.31 |
| 2020-06-30 | $52M | 292k | 177.82 |
| 2020-03-31 | $53M | 366k | 143.86 |
| 2019-12-31 | $75M | 362k | 205.82 |
| 2019-09-30 | $71M | 367k | 193.23 |
| 2019-06-30 | $73M | 375k | 194.26 |
| 2019-03-31 | $69M | 363k | 189.40 |
| 2018-12-31 | $54M | 323k | 166.06 |
| 2018-09-30 | $65M | 321k | 201.29 |
| 2018-06-30 | $63M | 321k | 194.78 |
| 2018-03-31 | $60M | 321k | 187.57 |
| 2017-12-31 | $60M | 316k | 189.78 |
| 2017-09-30 | $57M | 316k | 178.90 |
| 2017-06-30 | $49M | 283k | 173.95 |
| 2017-03-31 | $48M | 281k | 171.22 |
| 2016-12-31 | $42M | 257k | 165.34 |