iShares S&P MidCap 400 Index shares owned by Wellesley Investment Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wellesley Investment Partners
from 13F filings
Historical chart of Wellesley Investment Partners investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Wellesley Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $9.6M | 52k | 185.31 |
| 2020-06-30 | $9.2M | 52k | 177.80 |
| 2020-03-31 | $12M | 86k | 143.85 |
| 2019-12-31 | $23M | 113k | 205.81 |
| 2019-09-30 | $22M | 115k | 193.23 |
| 2019-06-30 | $22M | 115k | 194.25 |
| 2019-03-31 | $22M | 114k | 189.39 |
| 2018-12-31 | $19M | 116k | 166.05 |
| 2018-09-30 | $23M | 113k | 201.28 |
| 2018-06-30 | $22M | 111k | 194.78 |
| 2018-03-31 | $20M | 106k | 187.56 |
| 2017-12-31 | $19M | 99k | 189.77 |
| 2017-09-30 | $18M | 99k | 178.90 |
| 2017-06-30 | $17M | 97k | 173.95 |
| 2017-03-31 | $16M | 94k | 171.22 |
| 2016-12-31 | $16M | 95k | 165.34 |
| 2016-09-30 | $14M | 91k | 154.71 |
| 2016-06-30 | $14M | 91k | 149.38 |
| 2016-03-31 | $11M | 79k | 144.19 |
| 2015-12-31 | $8.9M | 64k | 139.32 |
More positions owned by Wellesley Investment Partners
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