iShares S&P MidCap 400 Index shares owned by Whalerock Point Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Whalerock Point Partners
from 13F filings
Historical chart of Whalerock Point Partners investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Whalerock Point Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $624k | 9.6k | 65.26 |
| 2025-06-30 | $583k | 9.4k | 62.02 |
| 2025-03-31 | $548k | 9.4k | 58.35 |
| 2024-12-31 | $425k | 6.8k | 62.31 |
| 2024-09-30 | $425k | 6.8k | 62.32 |
| 2024-06-30 | $399k | 6.8k | 58.52 |
| 2024-03-31 | $435k | 7.2k | 60.74 |
| 2023-12-31 | $397k | 1.4k | 277.15 |
| 2023-09-30 | $407k | 1.6k | 249.35 |
| 2023-06-30 | $427k | 1.6k | 261.48 |
| 2023-03-31 | $409k | 1.6k | 250.16 |
| 2022-12-31 | $395k | 1.6k | 241.89 |
| 2022-09-30 | $358k | 358 | 1000.15 |
| 2022-06-30 | $369k | 1.6k | 225.96 |
| 2022-03-31 | $438k | 1.6k | 268.34 |
| 2021-12-31 | $462k | 1.6k | 283.08 |
| 2021-09-30 | $430k | 1.6k | 263.32 |
| 2021-06-30 | $385k | 1.4k | 268.73 |
| 2021-03-31 | $373k | 1.4k | 260.28 |
| 2020-12-31 | $333k | 1.5k | 229.66 |
| 2020-09-30 | $265k | 265 | 999.28 |
| 2020-06-30 | $254k | 1.4k | 177.75 |
| 2020-03-31 | $206k | 1.4k | 144.16 |
| 2019-12-31 | $294k | 1.4k | 205.74 |
| 2019-09-30 | $276k | 1.4k | 193.14 |
| 2019-06-30 | $278k | 1.4k | 194.54 |
| 2019-03-31 | $271k | 1.4k | 189.64 |
| 2018-12-31 | $237k | 1.4k | 165.85 |
| 2018-09-30 | $280k | 1.4k | 201.29 |
| 2018-06-30 | $271k | 1.4k | 194.82 |
| 2018-03-31 | $261k | 1.4k | 187.63 |
| 2017-12-31 | $264k | 1.4k | 189.79 |
| 2017-09-30 | $249k | 1.4k | 179.01 |
| 2017-06-30 | $242k | 1.4k | 173.98 |
| 2017-03-31 | $238k | 1.4k | 171.10 |
| 2016-12-31 | $227k | 1.4k | 165.21 |
| 2016-09-30 | $212k | 1.4k | 153.85 |
| 2015-06-30 | $206k | 1.4k | 149.49 |
More positions owned by Whalerock Point Partners
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