iShares S&P MidCap 400 Index shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $146M | 2.2M | 65.26 |
| 2025-06-30 | $137M | 2.2M | 62.02 |
| 2025-03-31 | $130M | 2.2M | 58.35 |
| 2024-12-31 | $103M | 1.7M | 62.31 |
| 2024-09-30 | $104M | 1.7M | 62.32 |
| 2024-06-30 | $90M | 1.5M | 58.52 |
| 2024-03-31 | $92M | 1.5M | 60.74 |
| 2023-12-31 | $91M | 330k | 277.15 |
| 2023-09-30 | $83M | 333k | 249.35 |
| 2023-06-30 | $84M | 327k | 257.20 |
| 2023-03-31 | $83M | 339k | 246.21 |
| 2022-12-31 | $81M | 340k | 238.09 |
| 2022-09-30 | $78M | 362k | 216.03 |
| 2022-06-30 | $65M | 295k | 222.12 |
| 2022-03-31 | $72M | 268k | 268.34 |
| 2021-12-31 | $85M | 302k | 283.08 |
| 2021-09-30 | $78M | 297k | 263.07 |
| 2021-06-30 | $76M | 281k | 268.73 |
| 2021-03-31 | $74M | 282k | 260.28 |
| 2020-12-31 | $49M | 211k | 229.84 |
| 2020-09-30 | $34M | 178k | 187.77 |
| 2020-06-30 | $39M | 222k | 176.49 |
| 2020-03-31 | $33M | 242k | 135.43 |
| 2019-12-31 | $52M | 250k | 206.13 |
| 2019-09-30 | $38M | 196k | 193.26 |
| 2019-06-30 | $38M | 197k | 194.26 |
| 2019-03-31 | $37M | 195k | 189.40 |
| 2018-12-31 | $19M | 117k | 166.06 |
| 2018-09-30 | $24M | 118k | 202.13 |
| 2018-06-30 | $22M | 113k | 195.63 |
| 2018-03-31 | $20M | 109k | 183.17 |
| 2017-12-31 | $20M | 108k | 189.79 |
| 2017-09-30 | $17M | 97k | 178.91 |
| 2017-06-30 | $12M | 71k | 173.96 |
| 2017-03-31 | $12M | 68k | 171.21 |
| 2016-12-31 | $9.2M | 56k | 165.33 |
| 2016-09-30 | $39k | 260 | 150.00 |
| 2016-06-30 | $6.6M | 44k | 149.40 |
| 2016-03-31 | $6.5M | 45k | 144.20 |
| 2015-12-31 | $6.7M | 48k | 139.32 |
| 2015-09-30 | $5.7M | 42k | 136.60 |
| 2015-06-30 | $30k | 1.2k | 24.35 |
| 2015-03-31 | $6.8M | 45k | 151.98 |
| 2014-12-31 | $6.3M | 44k | 144.79 |
| 2014-09-30 | $5.4M | 39k | 136.73 |
| 2014-06-30 | $6.0M | 42k | 143.07 |
| 2014-03-31 | $5.7M | 41k | 137.41 |
| 2013-12-31 | $5.5M | 41k | 133.81 |
| 2013-09-30 | $590k | 4.8k | 124.05 |
| 2013-06-30 | $290k | 2.5k | 115.49 |
| 2013-03-31 | $107k | 931 | 114.93 |
| 2012-12-31 | $81k | 792 | 102.27 |
| 2012-09-30 | $78k | 792 | 98.48 |
More positions owned by Captrust Financial Advisors
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