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iShares S&P MidCap 400 Index shares owned by Altium Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management 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 Altium Wealth Management 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 Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $68M 299k 226.23
2022-03-31 $82M 307k 268.34
2021-12-31 $86M 302k 283.08
2021-09-30 $77M 292k 263.07
2021-06-30 $73M 273k 268.73
2021-03-31 $67M 257k 260.28
2020-12-31 $57M 248k 229.83
2020-09-30 $44M 236k 185.31
2020-06-30 $41M 229k 177.82
2020-03-31 $32M 221k 143.86
2019-12-31 $46M 223k 205.82
2019-09-30 $40M 205k 193.23
2019-06-30 $36M 184k 194.26
2019-03-31 $30M 161k 189.40
2018-12-31 $22M 132k 166.06
2018-09-30 $30M 147k 201.29
2018-06-30 $20M 101k 194.78
2018-03-31 $15M 78k 187.57
2017-12-31 $12M 65k 189.78