iShares S&P MidCap 400 Index shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $806k | 13k | 62.31 |
| 2024-09-30 | $806k | 13k | 62.32 |
| 2024-06-30 | $787k | 13k | 58.52 |
| 2024-03-31 | $823k | 14k | 60.74 |
| 2023-12-31 | $662k | 2.4k | 277.15 |
| 2023-09-30 | $803k | 3.2k | 249.35 |
| 2023-06-30 | $969k | 3.7k | 261.49 |
| 2023-03-31 | $997k | 4.0k | 250.17 |
| 2022-12-31 | $964k | 4.0k | 241.90 |
| 2022-09-30 | $933k | 4.3k | 219.22 |
| 2022-06-30 | $906k | 4.0k | 226.33 |
| 2022-03-31 | $1.1M | 4.1k | 268.48 |
| 2021-12-31 | $1.0M | 3.5k | 283.53 |
| 2021-09-30 | $744k | 2.8k | 263.92 |
| 2021-06-30 | $365k | 1.4k | 268.58 |
| 2021-03-31 | $381k | 1.5k | 260.78 |
| 2020-12-31 | $290k | 1.3k | 229.61 |
| 2020-09-30 | $380k | 2.1k | 177.99 |
| 2020-06-30 | $380k | 2.1k | 177.99 |
| 2020-03-31 | $525k | 3.6k | 144.23 |
| 2019-12-31 | $3.1M | 15k | 205.57 |
| 2019-09-30 | $2.9M | 15k | 193.32 |
| 2019-06-30 | $2.9M | 15k | 194.26 |
| 2019-03-31 | $2.9M | 16k | 189.41 |
| 2018-12-31 | $1.9M | 12k | 164.97 |
| 2018-09-30 | $5.0M | 25k | 194.94 |
| 2018-06-30 | $5.0M | 25k | 194.95 |
| 2018-03-31 | $2.9M | 16k | 188.14 |
| 2017-12-31 | $3.0M | 16k | 190.16 |
| 2017-09-30 | $3.3M | 18k | 181.00 |
| 2017-06-30 | $2.9M | 17k | 173.78 |
| 2017-03-31 | $2.6M | 15k | 168.86 |
More positions owned by Shepherd Financial Partners
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