iShares S&P MidCap 400 Index shares owned by Waldron
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 179k | 65.26 |
| 2025-06-30 | $12M | 193k | 62.02 |
| 2025-03-31 | $12M | 198k | 58.35 |
| 2024-12-31 | $12M | 199k | 62.31 |
| 2024-09-30 | $13M | 204k | 62.32 |
| 2024-06-30 | $8.1M | 139k | 58.52 |
| 2024-03-31 | $8.7M | 144k | 60.74 |
| 2023-12-31 | $7.9M | 29k | 277.14 |
| 2023-09-30 | $7.6M | 30k | 250.48 |
| 2023-06-30 | $7.7M | 29k | 261.46 |
| 2023-03-31 | $12M | 49k | 250.15 |
| 2022-12-31 | $16M | 72k | 219.25 |
| 2022-09-30 | $16M | 72k | 219.25 |
| 2022-06-30 | $17M | 73k | 226.23 |
| 2022-03-31 | $20M | 75k | 268.34 |
| 2021-12-31 | $22M | 77k | 283.07 |
| 2021-09-30 | $20M | 76k | 263.06 |
| 2021-06-30 | $5.3M | 20k | 268.69 |
| 2021-03-31 | $4.6M | 18k | 260.28 |
| 2020-12-31 | $3.6M | 16k | 229.80 |
| 2020-09-30 | $2.8M | 15k | 185.28 |
| 2020-06-30 | $2.7M | 15k | 177.82 |
| 2020-03-31 | $3.0M | 21k | 143.82 |
| 2019-12-31 | $4.8M | 23k | 205.82 |
| 2019-09-30 | $4.4M | 23k | 193.19 |
| 2019-06-30 | $3.8M | 20k | 194.24 |
| 2019-03-31 | $3.7M | 20k | 189.36 |
| 2018-12-31 | $3.4M | 20k | 166.04 |
| 2018-09-30 | $4.1M | 20k | 201.25 |
| 2018-06-30 | $3.1M | 16k | 194.76 |
| 2018-03-31 | $3.0M | 16k | 187.55 |
| 2017-12-31 | $3.0M | 16k | 189.76 |
| 2017-09-30 | $2.8M | 16k | 178.88 |
| 2017-03-31 | $485k | 2.8k | 170.96 |