iShares S&P MidCap 400 Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts 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 Morris Financial Concepts 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 Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $730k | 11k | 65.26 |
| 2025-06-30 | $672k | 11k | 62.02 |
| 2025-03-31 | $676k | 12k | 58.35 |
| 2024-12-31 | $741k | 12k | 62.31 |
| 2024-09-30 | $754k | 12k | 62.32 |
| 2024-06-30 | $720k | 12k | 58.52 |
| 2024-03-31 | $760k | 13k | 60.74 |
| 2023-12-31 | $746k | 2.7k | 277.13 |
| 2023-09-30 | $693k | 2.8k | 249.32 |
| 2023-06-30 | $787k | 3.0k | 261.45 |
| 2023-03-31 | $1.4M | 5.7k | 250.15 |
| 2022-12-31 | $1.8M | 7.3k | 241.91 |
| 2022-09-30 | $1.7M | 8.0k | 219.32 |
| 2022-06-30 | $2.0M | 8.9k | 226.19 |
| 2022-03-31 | $2.3M | 8.7k | 268.34 |
| 2021-12-31 | $2.3M | 8.1k | 283.06 |