iShares S&P MidCap 400 Index shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur 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 BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by BigSur Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.9M | 6.9k | 277.15 |
2023-09-30 | $1.7M | 6.9k | 250.49 |
2023-06-30 | $1.8M | 6.9k | 261.48 |
2023-03-31 | $1.7M | 6.9k | 250.16 |
2022-12-31 | $1.7M | 6.9k | 241.89 |
2022-09-30 | $1.5M | 6.9k | 219.27 |
2022-06-30 | $1.6M | 6.9k | 226.28 |
2022-03-31 | $1.8M | 6.9k | 268.32 |
2021-12-31 | $1.9M | 6.9k | 283.07 |
2021-09-30 | $1.8M | 6.9k | 263.07 |
2021-06-30 | $1.8M | 6.9k | 268.76 |
2021-03-31 | $1.6M | 6.0k | 260.33 |
2020-12-31 | $1.4M | 6.0k | 229.83 |
2020-09-30 | $1.9M | 10k | 185.29 |
2020-06-30 | $1.8M | 10k | 177.84 |
2020-03-31 | $1.5M | 10k | 143.82 |
2019-12-31 | $2.5M | 12k | 205.82 |
2019-09-30 | $2.4M | 12k | 193.20 |
2019-06-30 | $2.4M | 12k | 194.84 |
2019-03-31 | $2.9M | 15k | 189.41 |
2018-12-31 | $2.5M | 15k | 166.05 |
2018-09-30 | $2.7M | 13k | 202.12 |
2018-06-30 | $2.6M | 13k | 195.61 |
2018-03-31 | $2.5M | 13k | 187.58 |
2017-12-31 | $797k | 4.2k | 189.76 |
2017-09-30 | $751k | 4.2k | 178.81 |
2017-06-30 | $733k | 4.2k | 174.52 |
2017-03-31 | $724k | 4.2k | 172.38 |