iShares S&P MidCap 400 Index shares owned by Archvest Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Archvest Wealth Advisors
from 13F filings
Historical chart of Archvest Wealth 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 Archvest Wealth 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 Archvest Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $875k | 15k | 60.37 |
| 2023-12-31 | $804k | 2.9k | 277.15 |
| 2023-09-30 | $1.1M | 4.3k | 249.35 |
| 2023-06-30 | $1.2M | 4.5k | 261.48 |
| 2023-03-31 | $1.1M | 4.5k | 250.16 |
| 2022-12-31 | $1.1M | 4.6k | 241.91 |
| 2022-09-30 | $1.0M | 4.6k | 219.31 |
| 2022-06-30 | $1.1M | 4.7k | 226.32 |
| 2022-03-31 | $1.6M | 5.9k | 268.36 |
| 2021-12-31 | $1.8M | 6.3k | 283.08 |