iShares S&P MidCap 400 Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Strategies 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 Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 754k | 65.26 |
| 2025-06-30 | $43M | 689k | 62.02 |
| 2025-03-31 | $37M | 632k | 58.35 |
| 2024-12-31 | $38M | 608k | 62.31 |
| 2024-09-30 | $36M | 582k | 62.32 |
| 2024-06-30 | $35M | 591k | 58.52 |
| 2024-03-31 | $36M | 600k | 60.74 |
| 2023-09-30 | $30M | 121k | 249.35 |
| 2023-06-30 | $32M | 121k | 261.48 |
| 2023-03-31 | $30M | 122k | 250.16 |
| 2022-12-31 | $30M | 124k | 241.89 |
| 2022-09-30 | $28M | 127k | 219.26 |
| 2022-06-30 | $29M | 127k | 226.23 |
| 2022-03-31 | $34M | 126k | 268.34 |
| 2021-12-31 | $36M | 127k | 283.08 |
| 2021-09-30 | $34M | 128k | 263.07 |
| 2021-06-30 | $34M | 125k | 268.73 |
| 2021-03-31 | $24M | 91k | 259.70 |
| 2020-12-31 | $21M | 92k | 229.83 |
| 2020-09-30 | $17M | 92k | 185.31 |
| 2020-06-30 | $17M | 96k | 177.82 |
| 2020-03-31 | $15M | 102k | 143.86 |
| 2019-12-31 | $21M | 102k | 205.83 |
| 2019-09-30 | $20M | 103k | 193.23 |
| 2019-06-30 | $20M | 105k | 194.26 |
| 2019-03-31 | $20M | 105k | 189.40 |
| 2018-12-31 | $17M | 104k | 166.05 |
| 2018-09-30 | $20M | 100k | 201.28 |
| 2018-06-30 | $20M | 100k | 194.78 |
| 2018-03-31 | $18M | 96k | 187.57 |
| 2017-12-31 | $18M | 96k | 189.78 |
| 2017-09-30 | $18M | 98k | 178.90 |
| 2017-06-30 | $17M | 98k | 173.95 |
| 2017-03-31 | $17M | 97k | 171.22 |
| 2016-12-31 | $16M | 96k | 165.35 |
| 2016-09-30 | $15M | 99k | 154.71 |
| 2016-06-30 | $15M | 101k | 149.39 |
| 2016-03-31 | $15M | 104k | 144.18 |
| 2015-12-31 | $14M | 101k | 139.32 |
| 2015-09-30 | $14M | 101k | 136.61 |
| 2015-06-30 | $15M | 100k | 149.98 |
| 2015-03-31 | $15M | 101k | 151.98 |
| 2014-12-31 | $15M | 103k | 144.80 |
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