iShares S&P MidCap 400 Index shares owned by SlateStone Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth 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 SlateStone Wealth 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 SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 100k | 60.74 |
| 2023-12-31 | $5.1M | 18k | 277.13 |
| 2023-09-30 | $4.1M | 17k | 249.35 |
| 2023-06-30 | $2.2M | 8.3k | 261.47 |
| 2023-03-31 | $2.0M | 8.1k | 250.19 |
| 2022-12-31 | $1.2M | 5.0k | 241.89 |
| 2022-09-30 | $785k | 3.6k | 219.40 |
| 2022-06-30 | $841k | 3.7k | 226.26 |
| 2022-03-31 | $303k | 1.1k | 268.14 |
| 2021-12-31 | $320k | 1.1k | 283.19 |
| 2021-09-30 | $297k | 1.1k | 262.83 |
| 2021-06-30 | $304k | 1.1k | 269.03 |
| 2021-03-31 | $294k | 1.1k | 260.18 |
| 2020-12-31 | $260k | 1.1k | 230.09 |
| 2020-09-30 | $209k | 1.1k | 184.96 |
| 2020-06-30 | $201k | 1.1k | 177.88 |