iShares S&P MidCap 400 Index shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $125M | 477k | 260.99 |
| 2021-12-31 | $135M | 477k | 283.08 |
| 2021-09-30 | $126M | 477k | 263.07 |
| 2021-06-30 | $128M | 476k | 268.73 |
| 2021-03-31 | $121M | 464k | 260.28 |
| 2020-12-31 | $109M | 475k | 229.83 |
| 2020-09-30 | $88M | 477k | 185.31 |
| 2020-06-30 | $84M | 472k | 177.82 |
| 2020-03-31 | $65M | 452k | 143.86 |
| 2019-12-31 | $60M | 289k | 205.82 |
| 2019-09-30 | $58M | 298k | 193.23 |
| 2019-06-30 | $57M | 296k | 194.26 |
| 2019-03-31 | $53M | 282k | 189.40 |
| 2018-12-31 | $48M | 286k | 166.13 |
| 2018-09-30 | $56M | 280k | 201.29 |
| 2018-06-30 | $54M | 277k | 194.78 |
| 2018-03-31 | $49M | 262k | 187.57 |
| 2017-12-31 | $49M | 256k | 189.78 |
| 2017-09-30 | $46M | 256k | 178.93 |
| 2017-06-30 | $44M | 250k | 173.95 |
| 2017-03-31 | $45M | 261k | 171.22 |
| 2016-12-31 | $43M | 259k | 165.34 |
| 2016-09-30 | $45M | 289k | 154.71 |
| 2016-06-30 | $45M | 303k | 149.39 |
| 2016-03-31 | $45M | 309k | 144.19 |
| 2015-12-31 | $40M | 284k | 139.25 |
| 2015-09-30 | $38M | 279k | 136.61 |
| 2015-06-30 | $38M | 252k | 149.98 |
| 2015-03-31 | $42M | 269k | 154.90 |
| 2014-12-31 | $38M | 263k | 144.80 |
| 2014-09-30 | $36M | 260k | 136.74 |
| 2014-06-30 | $36M | 257k | 141.74 |
| 2014-03-31 | $33M | 238k | 138.69 |
| 2013-12-31 | $29M | 216k | 133.81 |
| 2013-09-30 | $25M | 199k | 124.14 |
| 2013-06-30 | $21M | 183k | 115.50 |