iShares S&P MidCap 400 Index shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $259k | 4.3k | 60.74 |
| 2023-12-31 | $236k | 853 | 277.15 |
| 2023-09-30 | $214k | 858 | 249.35 |
| 2023-06-30 | $227k | 868 | 261.48 |
| 2023-03-31 | $217k | 868 | 250.16 |
| 2022-12-31 | $211k | 873 | 241.89 |
| 2022-03-31 | $302k | 1.1k | 267.97 |
| 2021-12-31 | $701k | 2.5k | 283.12 |