iShares S&P MidCap 400 Index shares owned by Newton One Investments
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments 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 Newton One Investments 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 Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 300k | 65.26 |
| 2025-06-30 | $19M | 299k | 62.02 |
| 2025-03-31 | $16M | 281k | 58.35 |
| 2024-12-31 | $17M | 278k | 62.31 |
| 2024-09-30 | $4.0M | 65k | 62.32 |
| 2024-06-30 | $3.6M | 62k | 58.52 |
| 2024-03-31 | $3.8M | 62k | 60.74 |
| 2023-12-31 | $3.5M | 13k | 277.15 |
| 2023-09-30 | $3.2M | 13k | 249.36 |
| 2023-06-30 | $3.3M | 13k | 261.49 |
| 2023-03-31 | $3.2M | 13k | 250.16 |
| 2022-12-31 | $3.1M | 13k | 241.90 |
| 2022-09-30 | $2.8M | 13k | 219.29 |
| 2022-06-30 | $3.0M | 13k | 226.26 |
| 2022-03-31 | $3.6M | 13k | 268.32 |
| 2021-12-31 | $3.8M | 13k | 283.11 |
| 2021-09-30 | $3.5M | 13k | 263.08 |
| 2021-06-30 | $3.6M | 14k | 268.74 |
| 2021-03-31 | $3.7M | 14k | 260.28 |
| 2020-12-31 | $3.2M | 14k | 229.81 |