Whittier Trust »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Whittier Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Whittier Trust

Quarter filed Position value Share count Share price at filing
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