iShares S&P MidCap 400 Index shares owned by Occidental Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $938k | 14k | 65.26 |
| 2025-06-30 | $881k | 14k | 62.02 |
| 2024-12-31 | $429k | 6.9k | 62.31 |
| 2024-09-30 | $429k | 6.9k | 62.32 |
| 2024-06-30 | $407k | 6.9k | 58.52 |
| 2024-03-31 | $434k | 7.1k | 60.74 |
| 2023-12-31 | $431k | 1.6k | 277.22 |
| 2023-09-30 | $379k | 1.5k | 249.27 |
| 2023-06-30 | $424k | 1.6k | 261.40 |
| 2023-03-31 | $840k | 3.4k | 250.14 |
| 2022-12-31 | $856k | 3.5k | 241.91 |
| 2022-09-30 | $802k | 3.7k | 219.31 |
| 2022-06-30 | $775k | 3.4k | 226.34 |
| 2022-03-31 | $927k | 3.5k | 268.23 |
| 2021-12-31 | $949k | 3.4k | 283.03 |
| 2021-09-30 | $949k | 3.6k | 262.95 |
| 2021-06-30 | $999k | 3.7k | 268.62 |
| 2021-03-31 | $984k | 3.8k | 260.32 |
| 2020-12-31 | $872k | 3.8k | 229.78 |
More positions owned by Occidental Asset Management
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