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iShares S&P MidCap 400 Index shares owned by Clear Perspective Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Clear Perspective Advisors from 13F filings

Historical chart of Clear Perspective Advisors 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 Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $4.0M 14k 283.06
2021-09-30 $3.7M 14k 263.07
2021-06-30 $4.6M 17k 268.71
2021-03-31 $4.4M 17k 260.30
2020-12-31 $3.9M 17k 229.86
2020-09-30 $299k 16k 18.34
2020-06-30 $3.0M 17k 177.84
2020-03-31 $2.6M 18k 143.86
2019-12-31 $4.1M 20k 205.84
2019-09-30 $3.7M 19k 193.24
2019-06-30 $3.7M 19k 194.26
2019-03-31 $3.5M 19k 189.38
2018-12-31 $3.3M 20k 166.05
2018-09-30 $3.8M 19k 201.30
2018-06-30 $3.3M 17k 194.80
2018-03-31 $717k 3.8k 187.50
2017-12-31 $559k 2.9k 189.94
2017-09-30 $403k 2.3k 178.95
2017-06-30 $392k 2.3k 174.07
2017-03-31 $351k 2.1k 171.05
2016-12-31 $339k 2.1k 165.20