iShares S&P MidCap 400 Index shares owned by PBWM Holdings
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by PBWM Holdings 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 PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $19M | 77k | 250.16 |
| 2022-12-31 | $19M | 77k | 241.89 |
| 2022-09-30 | $17M | 76k | 219.26 |
| 2022-06-30 | $17M | 76k | 226.23 |
| 2022-03-31 | $21M | 77k | 268.34 |
| 2021-12-31 | $22M | 77k | 283.08 |
| 2021-09-30 | $21M | 79k | 263.07 |
| 2021-06-30 | $21M | 79k | 268.73 |
| 2021-03-31 | $21M | 80k | 260.28 |
| 2020-12-31 | $19M | 81k | 229.83 |
| 2020-09-30 | $15M | 81k | 185.32 |
| 2020-06-30 | $14M | 80k | 177.82 |
| 2020-03-31 | $11M | 75k | 143.85 |
| 2019-12-31 | $553k | 2.7k | 205.88 |
| 2019-09-30 | $511k | 2.6k | 193.41 |
| 2019-06-30 | $513k | 2.6k | 194.17 |
| 2019-03-31 | $500k | 2.6k | 189.25 |
| 2018-12-31 | $472k | 2.8k | 166.08 |
| 2018-09-30 | $572k | 2.8k | 201.27 |
| 2018-06-30 | $618k | 3.2k | 194.71 |
| 2018-03-31 | $595k | 3.2k | 187.46 |
| 2017-12-31 | $585k | 3.1k | 189.94 |
| 2017-09-30 | $734k | 4.1k | 178.94 |
| 2017-06-30 | $901k | 5.2k | 173.94 |
| 2017-03-31 | $875k | 5.1k | 171.20 |
| 2016-12-31 | $947k | 5.7k | 165.36 |
| 2016-09-30 | $1.2M | 7.6k | 154.74 |
| 2016-06-30 | $1.3M | 8.9k | 149.34 |
| 2016-03-31 | $1.8M | 13k | 144.18 |
| 2015-12-31 | $1.6M | 11k | 139.30 |