iShares S&P MidCap 400 Index shares owned by NEXT Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by NEXT Financial 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 NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $11M | 40k | 283.10 |
| 2021-09-30 | $11M | 40k | 263.07 |
| 2021-06-30 | $10M | 37k | 268.73 |
| 2021-03-31 | $11M | 43k | 260.25 |
| 2020-12-31 | $11M | 47k | 229.83 |
| 2020-09-30 | $7.5M | 40k | 185.52 |
| 2020-06-30 | $8.9M | 50k | 177.81 |
| 2020-03-31 | $5.8M | 40k | 143.86 |
| 2019-12-31 | $7.2M | 35k | 205.81 |
| 2019-09-30 | $6.5M | 34k | 193.24 |
| 2019-06-30 | $6.2M | 32k | 194.27 |
| 2019-03-31 | $1.0M | 5.5k | 189.32 |
| 2018-12-31 | $5.7M | 34k | 166.06 |
| 2018-09-30 | $329k | 1.6k | 201.59 |
| 2018-06-30 | $955k | 4.9k | 194.82 |
| 2018-03-31 | $4.3M | 23k | 187.57 |
| 2017-12-31 | $1.1M | 5.6k | 189.82 |
| 2017-09-30 | $1.2M | 6.7k | 181.39 |
| 2017-06-30 | $1.5M | 8.7k | 173.99 |
| 2017-03-31 | $960k | 5.6k | 172.57 |
| 2016-12-31 | $2.4M | 15k | 165.33 |
| 2016-09-30 | $3.0M | 19k | 154.74 |
| 2016-06-30 | $1.3M | 8.4k | 149.36 |
| 2016-03-31 | $537k | 3.7k | 144.16 |
| 2015-12-31 | $520k | 3.7k | 139.26 |
| 2015-09-30 | $1.2M | 8.5k | 136.55 |
| 2015-06-30 | $1.4M | 9.2k | 149.95 |
| 2015-03-31 | $1.2M | 8.1k | 151.86 |
| 2014-12-31 | $1.2M | 8.1k | 144.80 |
| 2014-09-30 | $2.5M | 18k | 136.74 |
| 2014-06-30 | $83k | 605 | 137.19 |