iShares S&P MidCap 400 Index shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $225k | 796 | 282.66 |
| 2021-09-30 | $73k | 278 | 262.59 |
| 2021-06-30 | $65k | 241 | 269.71 |
| 2021-03-31 | $63k | 241 | 261.41 |
| 2020-12-31 | $55k | 241 | 228.22 |
| 2020-09-30 | $45k | 241 | 186.72 |
| 2020-06-30 | $8.0k | 45 | 177.78 |
| 2020-03-31 | $6.0k | 40 | 150.00 |
| 2019-12-31 | $8.0k | 40 | 200.00 |
| 2019-09-30 | $8.0k | 40 | 200.00 |
| 2019-06-30 | $88k | 452 | 194.69 |
| 2019-03-31 | $114k | 600 | 190.00 |
| 2018-12-31 | $124k | 748 | 165.78 |
| 2018-09-30 | $132k | 655 | 201.53 |
| 2018-06-30 | $49k | 250 | 196.00 |
| 2018-03-31 | $47k | 250 | 188.00 |
| 2017-12-31 | $94k | 493 | 190.67 |
| 2017-09-30 | $84k | 472 | 177.97 |
| 2017-06-30 | $79k | 453 | 174.39 |
| 2017-03-31 | $88k | 513 | 171.54 |
| 2016-12-31 | $85k | 513 | 165.69 |
| 2016-09-30 | $33k | 212 | 155.66 |
| 2016-06-30 | $32k | 212 | 150.94 |
| 2016-03-31 | $31k | 212 | 146.23 |
| 2015-12-31 | $30k | 212 | 141.51 |
| 2015-09-30 | $34k | 247 | 137.65 |
| 2015-06-30 | $54k | 357 | 151.26 |
| 2015-03-31 | $121k | 793 | 152.59 |
| 2014-12-31 | $58k | 403 | 143.92 |
| 2014-09-30 | $35k | 255 | 137.25 |
| 2014-06-30 | $40k | 275 | 145.45 |
| 2014-03-31 | $23k | 165 | 139.39 |
| 2013-12-31 | $22k | 165 | 133.33 |
| 2013-09-30 | $21k | 170 | 123.53 |
| 2013-06-30 | $20k | 170 | 117.65 |