iShares S&P MidCap 400 Index shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $326k | 5.4k | 60.74 |
| 2023-12-31 | $298k | 1.1k | 277.25 |
| 2023-09-30 | $293k | 1.2k | 249.44 |
| 2023-06-30 | $281k | 1.1k | 261.58 |
| 2023-03-31 | $308k | 1.2k | 250.24 |
| 2022-12-31 | $309k | 1.3k | 241.97 |
| 2022-09-30 | $294k | 1.3k | 230.05 |
| 2022-06-30 | $289k | 1.3k | 226.13 |
| 2022-03-31 | $371k | 1.3k | 282.77 |
| 2021-12-31 | $371k | 1.3k | 282.77 |
| 2021-09-30 | $345k | 1.3k | 262.96 |
| 2021-06-30 | $352k | 1.3k | 268.29 |
| 2021-03-31 | $341k | 1.3k | 259.91 |
| 2020-12-31 | $992k | 4.3k | 229.84 |
| 2020-09-30 | $806k | 4.4k | 185.20 |
| 2020-06-30 | $763k | 4.3k | 177.65 |
| 2020-03-31 | $893k | 6.2k | 143.85 |
| 2019-12-31 | $1.4M | 6.9k | 205.72 |
| 2019-09-30 | $1.3M | 6.5k | 193.11 |
| 2019-06-30 | $1.3M | 6.8k | 194.20 |
| 2019-03-31 | $1.7M | 9.2k | 189.36 |
| 2018-12-31 | $1.5M | 8.8k | 166.08 |