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 |
|---|---|---|---|
| 2025-09-30 | $29M | 440k | 65.26 |
| 2025-06-30 | $24M | 384k | 62.02 |
| 2025-03-31 | $23M | 391k | 58.35 |
| 2024-12-31 | $12M | 197k | 62.31 |
| 2024-09-30 | $12M | 192k | 62.32 |
| 2024-06-30 | $4.6M | 79k | 58.52 |
| 2024-03-31 | $4.7M | 77k | 60.74 |
| 2023-12-31 | $3.9M | 14k | 277.14 |
| 2023-09-30 | $3.8M | 15k | 250.50 |
| 2023-06-30 | $3.9M | 15k | 261.49 |
| 2023-03-31 | $2.2M | 8.9k | 250.17 |
| 2022-12-31 | $2.0M | 8.3k | 241.88 |
| 2022-09-30 | $3.0M | 14k | 219.25 |
| 2022-06-30 | $2.5M | 11k | 226.23 |
| 2022-03-31 | $3.1M | 12k | 268.33 |
| 2021-12-31 | $3.6M | 13k | 283.07 |
| 2021-09-30 | $3.2M | 12k | 263.07 |
| 2021-06-30 | $2.8M | 10k | 268.74 |
| 2021-03-31 | $1.4M | 5.3k | 260.26 |
| 2020-12-31 | $974k | 4.2k | 229.81 |