iShares S&P MidCap 400 Index shares owned by Waterloo Capital
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $701k | 11k | 62.31 |
| 2024-09-30 | $1.2M | 20k | 62.32 |
| 2024-06-30 | $748k | 13k | 58.52 |
| 2024-03-31 | $627k | 10k | 60.74 |
| 2023-09-30 | $2.4M | 9.5k | 249.34 |
| 2023-06-30 | $2.3M | 8.9k | 261.48 |
| 2023-03-31 | $379k | 1.5k | 250.20 |
| 2020-03-31 | $246k | 1.7k | 143.86 |