iShares S&P MidCap 400 Index shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 22k | 60.74 |
| 2023-12-31 | $1.3M | 4.5k | 277.11 |
| 2023-09-30 | $1.1M | 4.5k | 249.27 |
| 2023-06-30 | $1.2M | 4.5k | 262.99 |
| 2023-03-31 | $1.1M | 4.5k | 250.16 |
| 2022-12-31 | $1.1M | 4.6k | 241.96 |
| 2022-09-30 | $981k | 4.5k | 219.22 |
| 2022-06-30 | $1.0M | 4.4k | 226.32 |
| 2022-03-31 | $1.2M | 4.5k | 268.27 |
| 2021-12-31 | $1.2M | 4.3k | 283.10 |
| 2021-09-30 | $1.0M | 3.9k | 263.14 |
| 2021-06-30 | $639k | 2.4k | 268.83 |
| 2021-03-31 | $619k | 2.4k | 260.41 |
| 2020-12-31 | $546k | 2.4k | 229.70 |
| 2020-09-30 | $434k | 2.3k | 185.39 |
| 2020-06-30 | $351k | 2.0k | 177.99 |
| 2020-03-31 | $344k | 2.4k | 143.87 |
| 2019-12-31 | $492k | 2.4k | 205.77 |
| 2019-09-30 | $462k | 2.4k | 193.22 |
| 2019-06-30 | $495k | 2.5k | 194.19 |
| 2019-03-31 | $387k | 2.0k | 189.24 |
| 2018-12-31 | $340k | 2.0k | 166.26 |
| 2018-09-30 | $279k | 1.4k | 200.00 |
| 2018-06-30 | $272k | 1.4k | 194.98 |
| 2018-03-31 | $256k | 1.4k | 183.51 |
| 2017-12-31 | $271k | 1.4k | 194.27 |
| 2017-09-30 | $370k | 2.0k | 180.93 |
| 2017-06-30 | $355k | 2.0k | 173.59 |
| 2017-03-31 | $271k | 1.4k | 194.27 |
| 2016-12-31 | $255k | 1.5k | 166.78 |
| 2016-09-30 | $339k | 2.2k | 154.79 |
| 2016-06-30 | $267k | 1.8k | 149.33 |
| 2016-03-31 | $258k | 1.8k | 144.30 |
| 2015-12-31 | $249k | 1.8k | 139.26 |
| 2015-09-30 | $329k | 2.4k | 136.46 |