iShares S&P SmallCap 600 Index shares owned by Middleton & Company
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.8M | 52k | 110.52 |
| 2023-09-30 | $4.7M | 50k | 94.33 |
| 2023-06-30 | $5.0M | 50k | 99.65 |
| 2023-03-31 | $4.7M | 48k | 96.70 |
| 2022-12-31 | $4.5M | 48k | 94.64 |
| 2022-09-30 | $4.6M | 53k | 87.19 |
| 2022-06-30 | $8.1M | 88k | 92.41 |
| 2022-03-31 | $9.9M | 92k | 107.88 |
| 2021-12-31 | $11M | 92k | 114.51 |
| 2021-09-30 | $10M | 92k | 109.19 |
| 2021-06-30 | $10M | 92k | 112.98 |
| 2021-03-31 | $11M | 98k | 108.53 |
| 2020-12-31 | $8.0M | 87k | 91.89 |
| 2020-09-30 | $6.0M | 86k | 70.23 |
| 2020-06-30 | $5.9M | 87k | 68.29 |
| 2020-03-31 | $5.0M | 89k | 56.11 |
| 2019-12-31 | $7.9M | 95k | 83.85 |
| 2019-09-30 | $7.6M | 97k | 77.84 |
| 2019-06-30 | $7.7M | 98k | 78.28 |
| 2019-03-31 | $7.7M | 99k | 77.15 |
| 2018-12-31 | $6.7M | 97k | 69.32 |
| 2018-09-30 | $8.8M | 101k | 87.24 |
| 2018-06-30 | $8.4M | 100k | 83.46 |
| 2018-03-31 | $7.6M | 99k | 77.01 |
| 2017-12-31 | $8.0M | 105k | 76.81 |
| 2017-09-30 | $7.6M | 103k | 74.22 |
| 2017-06-30 | $4.2M | 61k | 70.10 |
| 2017-03-31 | $4.1M | 59k | 69.17 |
| 2016-12-31 | $3.2M | 47k | 68.76 |
| 2016-09-30 | $1.8M | 15k | 124.13 |
| 2016-06-30 | $1.5M | 13k | 116.21 |
| 2016-03-31 | $1.3M | 12k | 112.60 |
| 2015-12-31 | $1.6M | 15k | 110.12 |
| 2015-09-30 | $1.9M | 18k | 106.58 |
| 2015-06-30 | $1.9M | 16k | 117.89 |
| 2015-03-31 | $1.6M | 13k | 118.01 |
| 2014-12-31 | $692k | 6.1k | 114.10 |
| 2014-09-30 | $560k | 5.4k | 104.38 |
| 2014-06-30 | $706k | 6.3k | 112.15 |
| 2014-03-31 | $1.0M | 9.3k | 110.13 |
| 2013-09-30 | $986k | 9.9k | 99.80 |
| 2013-06-30 | $1.4M | 15k | 90.28 |
| 2012-06-30 | $3.7M | 51k | 73.28 |
| 2012-03-31 | $3.9M | 51k | 76.31 |
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