iShares S&P MidCap 400 Index shares owned by Summit Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management 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 Summit Asset Management 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 Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $715k | 11k | 65.26 |
| 2025-06-30 | $680k | 11k | 62.02 |
| 2025-03-31 | $643k | 11k | 58.35 |
| 2024-12-31 | $713k | 11k | 62.31 |
| 2024-09-30 | $726k | 12k | 62.32 |
| 2024-06-30 | $682k | 12k | 58.52 |
| 2024-03-31 | $673k | 11k | 60.74 |
| 2023-12-31 | $614k | 2.2k | 277.15 |
| 2023-09-30 | $553k | 2.2k | 249.35 |
| 2023-06-30 | $579k | 2.2k | 261.48 |
| 2023-03-31 | $539k | 2.2k | 250.16 |
| 2022-12-31 | $555k | 2.3k | 241.89 |
| 2022-09-30 | $367k | 1.7k | 218.97 |
| 2022-06-30 | $379k | 1.7k | 226.13 |
| 2022-03-31 | $450k | 1.7k | 268.50 |
| 2021-12-31 | $474k | 1.7k | 282.82 |
| 2021-09-30 | $441k | 1.7k | 263.13 |
| 2021-06-30 | $450k | 1.7k | 268.50 |
| 2021-03-31 | $436k | 1.7k | 260.14 |
| 2020-12-31 | $385k | 1.7k | 229.71 |
| 2020-09-30 | $311k | 1.7k | 185.56 |
| 2020-06-30 | $331k | 1.9k | 177.67 |
| 2020-03-31 | $268k | 1.9k | 143.85 |
| 2019-12-31 | $383k | 1.9k | 205.58 |
| 2019-09-30 | $360k | 1.9k | 193.24 |
| 2019-06-30 | $362k | 1.9k | 194.31 |
| 2019-03-31 | $353k | 1.9k | 189.48 |
| 2018-12-31 | $309k | 1.9k | 165.86 |
| 2018-09-30 | $381k | 1.9k | 201.37 |
| 2018-06-30 | $369k | 1.9k | 195.03 |
| 2018-03-31 | $355k | 1.9k | 187.63 |
| 2011-09-30 | $7.2M | 93k | 77.99 |
| 2011-06-30 | $9.1M | 93k | 97.70 |