iShares S&P MidCap 400 Index shares owned by Naples Global Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 168k | 62.32 |
| 2024-06-30 | $9.8M | 167k | 58.52 |
| 2024-03-31 | $9.9M | 163k | 60.74 |
| 2023-12-31 | $8.9M | 32k | 277.15 |
| 2023-09-30 | $8.2M | 33k | 250.48 |
| 2023-06-30 | $9.3M | 36k | 261.48 |
| 2023-03-31 | $8.8M | 35k | 250.16 |
| 2022-12-31 | $8.4M | 35k | 241.89 |
| 2022-09-30 | $8.6M | 39k | 219.27 |
| 2022-06-30 | $8.4M | 37k | 226.24 |
| 2022-03-31 | $8.3M | 31k | 268.33 |
| 2021-12-31 | $7.3M | 26k | 283.08 |
| 2021-09-30 | $6.6M | 25k | 263.08 |
| 2021-06-30 | $6.9M | 26k | 268.75 |
| 2021-03-31 | $6.7M | 26k | 260.27 |
| 2020-12-31 | $5.9M | 26k | 229.82 |
| 2020-09-30 | $4.9M | 27k | 185.31 |
| 2020-06-30 | $4.7M | 27k | 177.84 |
| 2020-03-31 | $3.9M | 27k | 143.85 |
| 2019-12-31 | $5.7M | 28k | 205.84 |
| 2019-09-30 | $5.0M | 26k | 193.24 |
| 2019-06-30 | $4.8M | 25k | 194.25 |
| 2019-03-31 | $3.7M | 20k | 189.40 |
| 2018-12-31 | $3.3M | 19k | 175.90 |
| 2018-09-30 | $3.5M | 18k | 194.79 |
| 2018-06-30 | $3.5M | 18k | 194.79 |
| 2018-03-31 | $3.1M | 17k | 187.59 |
| 2017-12-31 | $3.1M | 16k | 189.77 |
| 2017-09-30 | $1.8M | 9.9k | 178.90 |
| 2017-06-30 | $1.7M | 9.5k | 173.95 |
| 2017-03-31 | $1.6M | 9.1k | 171.26 |
| 2016-12-31 | $1.4M | 8.2k | 165.28 |
| 2016-09-30 | $917k | 5.9k | 154.72 |
| 2016-06-30 | $804k | 5.4k | 149.39 |
| 2016-03-31 | $582k | 4.0k | 144.17 |
| 2015-12-31 | $562k | 4.0k | 139.38 |
| 2015-09-30 | $469k | 3.4k | 136.73 |
| 2015-06-30 | $522k | 3.5k | 150.00 |
| 2015-03-31 | $475k | 3.1k | 152.00 |
| 2014-12-31 | $453k | 3.1k | 144.96 |
| 2014-09-30 | $427k | 3.1k | 136.64 |
| 2014-06-30 | $447k | 3.1k | 143.04 |
| 2014-03-31 | $430k | 3.1k | 137.60 |
| 2013-12-31 | $418k | 3.1k | 133.76 |
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