iShares S&P MidCap 400 Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Summit Financial 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 Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 93k | 60.74 |
| 2023-12-31 | $5.3M | 19k | 277.15 |
| 2023-09-30 | $4.8M | 19k | 249.35 |
| 2023-06-30 | $5.0M | 19k | 261.48 |
| 2023-03-31 | $5.0M | 20k | 250.16 |
| 2022-12-31 | $4.9M | 20k | 241.88 |
| 2022-09-30 | $4.7M | 22k | 219.25 |
| 2022-06-30 | $4.6M | 21k | 226.22 |
| 2022-03-31 | $5.9M | 22k | 268.33 |
| 2021-12-31 | $6.7M | 24k | 283.10 |
| 2021-09-30 | $5.9M | 22k | 263.06 |
| 2021-06-30 | $6.1M | 23k | 268.72 |
| 2021-03-31 | $6.1M | 24k | 260.30 |
| 2020-12-31 | $6.0M | 26k | 229.82 |
| 2020-09-30 | $5.2M | 28k | 185.33 |
| 2020-06-30 | $5.0M | 28k | 177.82 |
| 2020-03-31 | $4.1M | 29k | 143.87 |
| 2019-12-31 | $5.9M | 29k | 205.81 |
| 2019-09-30 | $5.8M | 30k | 193.21 |
| 2019-06-30 | $7.6M | 39k | 194.26 |