iShares S&P MidCap 400 Index shares owned by Stonebridge Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Stonebridge Capital Advisors
from 13F filings
Historical chart of Stonebridge Capital Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Stonebridge Capital 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 Stonebridge Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $256k | 4.1k | 62.32 |
| 2024-06-30 | $232k | 4.0k | 58.52 |
| 2024-03-31 | $236k | 3.9k | 60.74 |
| 2023-12-31 | $205k | 738 | 277.15 |
| 2023-09-30 | $223k | 893 | 249.35 |
| 2023-06-30 | $205k | 782 | 261.48 |
| 2023-03-31 | $224k | 897 | 250.16 |
| 2022-12-31 | $200k | 826 | 241.89 |
| 2022-09-30 | $47k | 215 | 218.60 |
| 2022-06-30 | $49k | 215 | 227.91 |
| 2022-03-31 | $77k | 274 | 281.02 |
| 2021-12-31 | $77k | 274 | 281.02 |
| 2021-09-30 | $66k | 251 | 262.95 |
| 2021-06-30 | $59k | 226 | 261.06 |
| 2021-03-31 | $59k | 226 | 261.06 |
| 2020-06-30 | $12k | 70 | 171.43 |
| 2020-03-31 | $10k | 70 | 142.86 |
| 2019-12-31 | $14k | 70 | 200.00 |
| 2019-09-30 | $14k | 70 | 200.00 |
| 2019-06-30 | $10k | 54 | 185.19 |
More positions owned by Stonebridge Capital Advisors
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