iShares S&P MidCap 400 Index shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $36M | 129k | 277.15 |
| 2023-09-30 | $68M | 274k | 249.35 |
| 2023-06-30 | $80M | 307k | 261.48 |
| 2023-03-31 | $78M | 311k | 250.16 |
| 2022-12-31 | $78M | 324k | 241.89 |
| 2022-09-30 | $74M | 335k | 219.26 |
| 2022-06-30 | $76M | 338k | 226.23 |
| 2022-03-31 | $92M | 342k | 268.34 |
| 2021-12-31 | $98M | 346k | 283.08 |
| 2021-09-30 | $91M | 346k | 263.07 |
| 2021-06-30 | $93M | 345k | 268.73 |
| 2021-03-31 | $95M | 366k | 260.28 |
| 2020-12-31 | $86M | 373k | 229.83 |
| 2020-09-30 | $71M | 381k | 185.31 |
| 2020-06-30 | $68M | 384k | 177.82 |
| 2020-03-31 | $52M | 384k | 134.86 |
| 2019-12-31 | $74M | 359k | 205.82 |
| 2019-09-30 | $67M | 346k | 193.23 |
| 2019-06-30 | $76M | 389k | 194.26 |
| 2019-03-31 | $72M | 381k | 189.40 |
| 2018-12-31 | $66M | 395k | 166.06 |
| 2018-09-30 | $83M | 412k | 201.29 |
| 2018-06-30 | $80M | 409k | 194.78 |
| 2018-03-31 | $77M | 413k | 187.57 |
| 2017-12-31 | $80M | 419k | 190.73 |
| 2017-09-30 | $75M | 417k | 178.90 |
| 2017-06-30 | $72M | 414k | 173.95 |
| 2017-03-31 | $68M | 399k | 171.22 |
| 2016-12-31 | $61M | 368k | 165.34 |
| 2016-09-30 | $83M | 536k | 154.71 |
| 2016-06-30 | $71M | 476k | 149.00 |
| 2016-03-31 | $53M | 363k | 144.77 |
| 2015-12-31 | $51M | 366k | 139.32 |
| 2015-09-30 | $49M | 356k | 136.61 |
| 2015-06-30 | $51M | 339k | 149.98 |
| 2015-03-31 | $48M | 317k | 149.82 |
| 2014-12-31 | $24M | 162k | 144.80 |
| 2014-09-30 | $17M | 127k | 136.74 |
| 2014-06-30 | $16M | 110k | 143.08 |
| 2014-03-31 | $15M | 111k | 137.47 |
| 2013-12-31 | $14M | 103k | 133.81 |
| 2013-09-30 | $11M | 88k | 124.14 |
| 2013-06-30 | $8.8M | 76k | 115.50 |
| 2013-03-31 | $8.3M | 72k | 115.07 |
| 2012-12-31 | $5.7M | 56k | 101.70 |
| 2012-09-30 | $4.5M | 45k | 98.69 |
| 2012-06-30 | $4.1M | 43k | 94.18 |
| 2011-12-31 | $2.1M | 24k | 87.60 |
| 2011-09-30 | $2.6M | 33k | 77.98 |
| 2011-03-31 | $2.9M | 29k | 98.72 |
| 2010-12-31 | $2.6M | 29k | 90.69 |
More positions owned by United Capital Financial Advisers
View all positions for United Capital Financial Advisers