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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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