iShares S&P MidCap 400 Index shares owned by SWS Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SWS Partners
from 13F filings
Historical chart of SWS Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by SWS Partners 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 SWS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.8M | 27k | 249.35 |
| 2023-06-30 | $7.1M | 27k | 261.48 |
| 2023-03-31 | $6.7M | 27k | 250.16 |
| 2022-12-31 | $5.9M | 25k | 241.88 |
| 2022-09-30 | $5.2M | 24k | 219.24 |
| 2020-12-31 | $4.6M | 20k | 229.81 |
| 2020-09-30 | $3.9M | 21k | 185.30 |
| 2020-03-31 | $2.6M | 18k | 143.87 |
| 2019-09-30 | $62M | 321k | 192.88 |
| 2019-06-30 | $3.6M | 19k | 194.11 |
| 2018-12-31 | $2.7M | 16k | 166.03 |
| 2018-09-30 | $2.9M | 14k | 201.32 |
| 2018-06-30 | $2.6M | 14k | 194.78 |
| 2018-03-31 | $2.1M | 12k | 183.16 |
| 2017-12-31 | $1.8M | 9.6k | 189.78 |