iShares S&P MidCap 400 Index shares owned by Appleton Group Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Appleton Group Wealth Management
from 13F filings
Historical chart of Appleton Group Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Appleton Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 4.2k | 249.35 |
| 2023-06-30 | $9.8M | 38k | 261.48 |
| 2015-06-30 | $6.5M | 43k | 149.97 |
| 2015-03-31 | $6.5M | 43k | 151.98 |
| 2014-12-31 | $5.9M | 41k | 144.79 |
| 2014-09-30 | $5.9M | 43k | 136.74 |
| 2014-06-30 | $6.2M | 43k | 143.09 |
| 2014-03-31 | $5.9M | 43k | 137.47 |
| 2013-12-31 | $6.1M | 46k | 133.82 |
| 2013-09-30 | $5.6M | 45k | 124.15 |
| 2013-06-30 | $5.2M | 45k | 115.50 |
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