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iShares S&P MidCap 400 Index shares owned by Arq Wealth Advisors

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

Historical chart of Arq 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 Arq 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 Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 3.9k 277.17
2023-09-30 $1.0M 4.0k 249.37
2023-06-30 $1.1M 4.3k 261.50
2023-03-31 $1.1M 4.3k 250.18
2022-12-31 $1.2M 4.8k 241.91
2022-09-30 $1.1M 4.8k 219.30
2022-06-30 $1.1M 4.9k 226.30
2022-03-31 $1.3M 5.0k 268.27
2021-12-31 $1.5M 5.2k 283.12
2021-09-30 $1.3M 5.0k 263.01
2021-06-30 $1.2M 4.6k 268.81
2021-03-31 $1.5M 5.7k 260.22
2020-12-31 $1.3M 5.8k 229.90
2020-09-30 $932k 5.0k 185.36
2020-06-30 $938k 5.3k 177.82
2020-03-31 $758k 5.3k 143.91