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Ishares Tr shares owned by Middleton & Company

Quarter-by-quarter ownership of Ishares Tr (MAXJ) shares owned by Middleton & Company from 13F filings

Historical chart of Middleton & Company investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Middleton & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Middleton & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 36k 28.05
2025-06-30 $994k 36k 27.51
2025-03-31 $932k 36k 25.79
2024-12-31 $947k 36k 26.14
2024-09-30 $942k 36k 25.99