iShares S&P MidCap 400 Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $97M | 1.5M | 65.26 |
| 2025-06-30 | $90M | 1.5M | 62.02 |
| 2025-03-31 | $85M | 1.5M | 58.35 |
| 2024-12-31 | $90M | 1.4M | 62.31 |
| 2024-09-30 | $90M | 1.4M | 62.32 |
| 2024-06-30 | $84M | 1.4M | 58.52 |
| 2024-03-31 | $87M | 1.4M | 60.74 |
| 2023-12-31 | $79M | 284k | 277.15 |
| 2023-09-30 | $68M | 274k | 249.35 |
| 2023-06-30 | $71M | 271k | 261.48 |
| 2023-03-31 | $65M | 260k | 250.16 |
| 2022-12-31 | $62M | 257k | 241.89 |
| 2022-09-30 | $55M | 250k | 219.26 |
| 2022-06-30 | $55M | 242k | 226.23 |
| 2022-03-31 | $64M | 238k | 268.34 |
| 2021-12-31 | $64M | 226k | 283.08 |
| 2021-09-30 | $59M | 225k | 263.07 |
| 2021-06-30 | $59M | 219k | 268.73 |
| 2021-03-31 | $55M | 212k | 260.28 |
| 2020-12-31 | $49M | 214k | 229.83 |
| 2020-09-30 | $39M | 210k | 185.31 |
| 2020-06-30 | $37M | 209k | 177.82 |
| 2020-03-31 | $25M | 170k | 143.86 |
| 2019-12-31 | $50M | 243k | 205.82 |
| 2019-09-30 | $45M | 235k | 193.23 |
| 2019-06-30 | $45M | 233k | 194.26 |
| 2019-03-31 | $43M | 225k | 189.40 |
| 2018-12-31 | $33M | 197k | 166.06 |
| 2018-09-30 | $41M | 203k | 201.29 |
| 2018-06-30 | $37M | 187k | 194.78 |
| 2018-03-31 | $34M | 183k | 187.57 |
| 2017-12-31 | $34M | 179k | 189.78 |