iShares S&P MidCap 400 Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors 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 Trail 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 Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 346k | 65.26 |
| 2025-06-30 | $9.1M | 146k | 62.02 |
| 2024-09-30 | $4.5M | 73k | 62.32 |
| 2024-06-30 | $1.4M | 24k | 58.52 |
| 2024-03-31 | $372k | 6.1k | 60.74 |
| 2023-12-31 | $340k | 1.2k | 277.15 |
| 2023-09-30 | $238k | 950 | 250.49 |
| 2023-06-30 | $248k | 950 | 261.48 |
| 2023-03-31 | $282k | 1.1k | 250.16 |
| 2022-12-31 | $637k | 2.6k | 241.89 |
| 2022-09-30 | $271k | 1.2k | 219.43 |
| 2022-06-30 | $359k | 1.6k | 225.93 |
| 2022-03-31 | $436k | 1.6k | 268.64 |
| 2021-12-31 | $2.4M | 8.4k | 283.10 |
| 2021-09-30 | $2.3M | 8.7k | 263.02 |
| 2021-06-30 | $2.3M | 8.7k | 268.74 |
| 2021-03-31 | $2.3M | 8.9k | 260.28 |
| 2020-12-31 | $2.1M | 8.9k | 229.81 |
| 2020-09-30 | $1.8M | 8.9k | 206.41 |
| 2020-06-30 | $633k | 3.6k | 177.81 |
| 2020-03-31 | $695k | 4.8k | 143.95 |
| 2019-09-30 | $1.2M | 6.0k | 193.19 |
| 2018-03-31 | $127k | 127k | 1.00 |
| 2017-12-31 | $172k | 868 | 198.16 |