iShares S&P MidCap 400 Index shares owned by Roundview Capital
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 8.1k | 65.26 |
| 2025-06-30 | $504k | 8.1k | 62.02 |
| 2025-03-31 | $504k | 8.6k | 58.35 |
| 2024-12-31 | $443k | 7.1k | 62.31 |
| 2024-09-30 | $414k | 6.6k | 62.32 |
| 2024-06-30 | $360k | 6.2k | 58.52 |
| 2024-03-31 | $372k | 6.1k | 60.74 |
| 2022-03-31 | $293k | 1.1k | 268.07 |