iShares S&P MidCap 400 Index shares owned by Whittier Trust
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $107M | 1.7M | 62.31 |
| 2024-09-30 | $107M | 1.7M | 62.31 |
| 2024-06-30 | $98M | 1.7M | 58.52 |
| 2024-03-31 | $98M | 1.6M | 60.74 |
| 2023-12-31 | $87M | 315k | 277.14 |
| 2023-09-30 | $93M | 371k | 249.35 |
| 2023-06-30 | $93M | 357k | 261.47 |
| 2023-03-31 | $107M | 428k | 250.16 |
| 2022-12-31 | $101M | 418k | 241.89 |
| 2022-09-30 | $79M | 359k | 219.26 |
| 2022-06-30 | $79M | 351k | 226.23 |
| 2022-03-31 | $95M | 352k | 268.33 |
| 2021-12-31 | $92M | 326k | 283.07 |
| 2021-09-30 | $82M | 313k | 263.07 |
| 2021-06-30 | $78M | 290k | 268.72 |
| 2021-03-31 | $71M | 275k | 260.27 |
| 2020-12-31 | $56M | 243k | 229.83 |
| 2020-09-30 | $44M | 238k | 185.31 |
| 2020-06-30 | $42M | 237k | 177.82 |
| 2020-03-31 | $40M | 276k | 143.86 |
| 2019-12-31 | $52M | 251k | 205.82 |
| 2019-09-30 | $43M | 225k | 193.23 |
| 2019-06-30 | $40M | 207k | 194.26 |
| 2019-03-31 | $37M | 196k | 189.40 |
| 2018-12-31 | $20M | 123k | 166.06 |
| 2018-09-30 | $19M | 92k | 201.28 |
| 2018-06-30 | $2.8M | 20k | 143.08 |
| 2018-03-31 | $11M | 61k | 187.57 |
| 2017-12-31 | $11M | 59k | 189.78 |
| 2017-09-30 | $8.7M | 49k | 178.90 |
| 2017-06-30 | $8.1M | 47k | 173.95 |
| 2017-03-31 | $7.6M | 44k | 171.23 |
| 2016-12-31 | $5.4M | 33k | 165.35 |
| 2016-09-30 | $4.0M | 26k | 154.72 |
| 2016-06-30 | $3.8M | 26k | 149.41 |
| 2016-03-31 | $3.6M | 25k | 144.20 |
| 2015-12-31 | $3.4M | 24k | 139.33 |
| 2015-09-30 | $3.4M | 25k | 136.59 |
| 2015-06-30 | $3.7M | 25k | 149.98 |
| 2015-03-31 | $3.8M | 25k | 151.97 |
| 2014-12-31 | $3.2M | 22k | 144.80 |
| 2014-09-30 | $2.7M | 20k | 136.72 |
| 2014-06-30 | $2.8M | 20k | 143.08 |
| 2014-03-31 | $2.8M | 21k | 137.48 |
| 2013-12-31 | $2.8M | 21k | 133.82 |
| 2013-09-30 | $2.6M | 21k | 124.14 |
| 2013-06-30 | $2.5M | 21k | 115.50 |
| 2012-03-31 | $2.1M | 22k | 99.21 |