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iShares S&P MidCap 400 Index shares owned by St. Clair Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by St. Clair Advisors from 13F filings

Historical chart of St. Clair Advisors 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 St. Clair Advisors 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 St. Clair Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 32k 65.26
2025-06-30 $2.0M 33k 62.02
2025-03-31 $1.9M 33k 58.35
2024-09-30 $2.1M 34k 62.32
2024-06-30 $2.1M 35k 58.52
2024-03-31 $2.1M 35k 60.74
2023-12-31 $1.9M 7.0k 277.16
2023-09-30 $1.8M 7.1k 249.34
2023-06-30 $1.9M 7.2k 261.47
2023-03-31 $1.7M 7.0k 250.16
2022-12-31 $1.7M 6.8k 241.87
2022-09-30 $1.4M 6.3k 219.26
2022-06-30 $986k 4.4k 226.23
2022-03-31 $1.1M 4.1k 268.33
2021-12-31 $1.1M 3.8k 283.08
2021-09-30 $1.0M 3.9k 263.07
2021-06-30 $235k 875 268.73
2021-03-31 $228k 875 260.28
2020-12-31 $201k 875 229.83