iShares S&P MidCap 400 Index shares owned by Divergent Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Divergent Wealth Advisors
from 13F filings
Historical chart of Divergent 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 Divergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 270k | 60.74 |
| 2023-12-31 | $18M | 65k | 277.15 |
| 2023-09-30 | $16M | 64k | 249.35 |
| 2023-06-30 | $19M | 71k | 261.48 |
| 2023-03-31 | $17M | 70k | 250.16 |
| 2022-12-31 | $17M | 69k | 241.89 |
| 2022-09-30 | $15M | 69k | 219.25 |
| 2022-06-30 | $16M | 73k | 226.23 |
| 2022-03-31 | $16M | 60k | 268.34 |
| 2021-12-31 | $14M | 50k | 283.07 |
| 2021-09-30 | $16M | 60k | 263.08 |
| 2021-06-30 | $12M | 46k | 268.73 |
| 2021-03-31 | $12M | 46k | 260.28 |
| 2020-12-31 | $11M | 50k | 229.84 |
| 2020-09-30 | $12M | 65k | 185.31 |
| 2020-06-30 | $30M | 166k | 177.82 |
| 2020-03-31 | $40M | 281k | 143.86 |
| 2019-12-31 | $25M | 123k | 205.82 |
| 2019-09-30 | $29M | 149k | 193.23 |
| 2019-06-30 | $23M | 118k | 194.26 |
| 2019-03-31 | $26M | 137k | 189.40 |
| 2018-12-31 | $29M | 175k | 166.06 |
| 2018-09-30 | $20M | 101k | 196.16 |
| 2018-06-30 | $24M | 123k | 194.78 |
| 2018-03-31 | $22M | 119k | 187.57 |
| 2017-12-31 | $18M | 93k | 189.55 |