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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
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