iShares S&P MidCap 400 Index shares owned by Middleton & Company
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Middleton & Company 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 Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.9M | 16k | 249.35 |
| 2023-06-30 | $4.1M | 16k | 261.48 |
| 2023-03-31 | $3.8M | 15k | 250.16 |
| 2022-12-31 | $3.4M | 14k | 241.89 |
| 2022-09-30 | $3.2M | 15k | 219.26 |
| 2022-06-30 | $5.6M | 25k | 226.24 |
| 2022-03-31 | $6.7M | 25k | 268.33 |
| 2021-12-31 | $7.1M | 25k | 283.08 |
| 2021-09-30 | $6.6M | 25k | 263.05 |
| 2021-06-30 | $6.7M | 25k | 268.71 |
| 2021-03-31 | $7.4M | 29k | 260.28 |
| 2020-12-31 | $6.4M | 28k | 229.81 |
| 2020-09-30 | $5.0M | 27k | 185.32 |
| 2020-06-30 | $4.9M | 28k | 177.83 |
| 2020-03-31 | $4.0M | 28k | 143.85 |
| 2019-12-31 | $5.7M | 28k | 205.81 |
| 2019-09-30 | $5.4M | 28k | 193.24 |
| 2019-06-30 | $5.4M | 28k | 194.27 |
| 2019-03-31 | $5.4M | 29k | 189.40 |
| 2018-12-31 | $4.5M | 27k | 166.06 |
| 2018-09-30 | $6.1M | 31k | 201.29 |
| 2018-06-30 | $5.7M | 29k | 194.78 |
| 2018-03-31 | $5.5M | 29k | 187.58 |
| 2017-12-31 | $6.1M | 32k | 189.78 |
| 2017-09-30 | $5.8M | 32k | 178.89 |
| 2017-06-30 | $3.7M | 22k | 173.94 |
| 2017-03-31 | $3.4M | 20k | 171.21 |
| 2016-12-31 | $2.7M | 16k | 165.33 |
| 2016-09-30 | $1.5M | 9.6k | 154.72 |
| 2016-06-30 | $1.2M | 8.1k | 149.42 |
| 2016-03-31 | $685k | 4.7k | 144.27 |
| 2015-12-31 | $722k | 5.2k | 139.30 |
| 2015-09-30 | $736k | 5.4k | 136.52 |
| 2015-06-30 | $722k | 4.8k | 149.92 |
| 2015-03-31 | $580k | 3.8k | 151.99 |
| 2014-12-31 | $421k | 2.9k | 144.87 |
| 2014-09-30 | $322k | 2.4k | 136.67 |
| 2014-06-30 | $337k | 2.4k | 143.04 |
| 2014-03-31 | $764k | 5.6k | 137.39 |
| 2013-09-30 | $1.2M | 9.8k | 124.12 |
| 2013-06-30 | $2.1M | 18k | 115.48 |
| 2012-06-30 | $5.6M | 60k | 94.17 |
| 2012-03-31 | $5.9M | 60k | 99.21 |