iShares S&P MidCap 400 Index shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.5M | 140k | 60.74 |
| 2023-12-31 | $7.5M | 27k | 277.15 |
| 2023-09-30 | $6.9M | 28k | 249.35 |
| 2023-06-30 | $5.3M | 20k | 261.48 |
| 2023-03-31 | $5.1M | 21k | 250.16 |
| 2022-12-31 | $5.0M | 21k | 241.89 |
| 2022-09-30 | $4.5M | 21k | 219.26 |
| 2022-06-30 | $4.7M | 21k | 226.21 |
| 2022-03-31 | $5.6M | 21k | 268.33 |
| 2021-12-31 | $5.9M | 21k | 283.09 |
| 2021-09-30 | $6.7M | 26k | 263.06 |
| 2021-06-30 | $7.0M | 26k | 268.75 |
| 2021-03-31 | $7.6M | 29k | 260.27 |
| 2020-12-31 | $7.9M | 34k | 229.82 |