iShares S&P MidCap 400 Index shares owned by Morton Capital Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management 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 Morton Capital Management 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 Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $305k | 4.6k | 66.01 |
| 2025-09-30 | $301k | 4.6k | 65.26 |
| 2025-06-30 | $679k | 11k | 62.02 |
| 2025-03-31 | $364k | 6.2k | 58.35 |
| 2024-12-31 | $382k | 6.1k | 62.31 |
| 2024-09-30 | $382k | 6.1k | 62.33 |
| 2022-12-31 | $241k | 997 | 241.89 |
| 2021-12-31 | $206k | 729 | 283.08 |