iShares S&P MidCap 400 Index shares owned by Old Port Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Old Port Advisors
from 13F filings
Historical chart of Old Port 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 Old Port Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Old Port Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 16k | 65.26 |
| 2025-06-30 | $998k | 16k | 62.02 |
| 2025-03-31 | $899k | 15k | 58.35 |
| 2024-12-31 | $1.1M | 18k | 62.31 |
| 2024-09-30 | $1.1M | 18k | 62.32 |
| 2024-06-30 | $1.1M | 18k | 58.52 |
| 2024-03-31 | $1.1M | 19k | 60.74 |
| 2023-12-31 | $1.1M | 3.9k | 277.17 |
| 2023-09-30 | $1.1M | 4.3k | 249.34 |
| 2023-03-31 | $1.1M | 4.3k | 249.05 |
| 2022-12-31 | $1.2M | 5.1k | 241.88 |
| 2022-09-30 | $1.2M | 5.3k | 233.53 |
| 2022-06-30 | $1.2M | 5.4k | 228.67 |
| 2022-03-31 | $1.5M | 5.6k | 270.15 |
| 2021-12-31 | $1.8M | 6.3k | 280.40 |
| 2021-09-30 | $1.8M | 6.9k | 265.79 |
| 2021-06-30 | $1.8M | 6.7k | 264.91 |
| 2021-03-31 | $1.8M | 7.0k | 260.23 |
| 2020-12-31 | $1.6M | 7.2k | 226.32 |
| 2020-09-30 | $1.2M | 6.6k | 185.27 |
| 2020-06-30 | $1.2M | 6.6k | 177.77 |
| 2020-03-31 | $915k | 6.4k | 143.94 |
| 2019-12-31 | $1.3M | 6.5k | 205.08 |
| 2019-09-30 | $1.2M | 6.6k | 189.94 |
| 2019-06-30 | $1.3M | 6.8k | 196.05 |
| 2019-03-31 | $1.3M | 6.9k | 189.34 |
| 2018-12-31 | $1.3M | 7.0k | 178.81 |
| 2018-06-30 | $1.4M | 7.3k | 194.75 |