iShares S&P MidCap 400 Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.0M | 63k | 62.31 |
| 2024-09-30 | $6.0M | 97k | 62.32 |
| 2024-06-30 | $5.6M | 96k | 58.52 |
| 2024-03-31 | $5.4M | 89k | 60.74 |
| 2023-12-31 | $5.0M | 18k | 277.15 |
| 2023-09-30 | $4.4M | 18k | 250.50 |
| 2023-06-30 | $3.5M | 13k | 261.43 |
| 2023-03-31 | $1.9M | 7.5k | 250.17 |
| 2022-12-31 | $3.4M | 14k | 241.89 |
| 2021-12-31 | $5.0M | 18k | 283.08 |
| 2021-09-30 | $4.1M | 16k | 263.08 |
| 2021-06-30 | $5.0M | 19k | 268.76 |
| 2021-03-31 | $7.8M | 29k | 273.44 |
| 2020-12-31 | $3.1M | 13k | 229.84 |
| 2020-09-30 | $2.0M | 11k | 185.29 |
| 2020-06-30 | $1.9M | 11k | 177.79 |
| 2020-03-31 | $1.5M | 11k | 143.88 |
| 2019-12-31 | $2.1M | 10k | 205.81 |
| 2019-09-30 | $4.9M | 25k | 193.24 |
| 2019-03-31 | $5.5M | 29k | 189.41 |
| 2018-12-31 | $5.2M | 31k | 166.07 |
| 2018-06-30 | $6.7M | 34k | 198.32 |
| 2018-03-31 | $5.8M | 31k | 187.35 |
| 2017-12-31 | $5.6M | 29k | 195.51 |
| 2017-09-30 | $5.5M | 30k | 182.53 |
| 2017-06-30 | $5.6M | 32k | 174.29 |
| 2017-03-31 | $5.2M | 30k | 172.49 |
| 2016-12-31 | $4.7M | 27k | 172.98 |