iShares S&P MidCap 400 Index shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $545k | 9.0k | 60.83 |
| 2023-12-31 | $500k | 1.8k | 277.01 |
| 2023-09-30 | $409k | 1.6k | 248.93 |
| 2023-06-30 | $429k | 1.6k | 261.11 |
| 2023-03-31 | $390k | 1.6k | 241.49 |
| 2022-12-31 | $161k | 736 | 218.75 |
| 2022-09-30 | $161k | 736 | 218.75 |
| 2022-06-30 | $181k | 799 | 226.53 |
| 2022-03-31 | $77k | 288 | 267.36 |
| 2021-12-31 | $82k | 288 | 284.72 |
| 2021-09-30 | $76k | 288 | 263.89 |
| 2021-06-30 | $77k | 288 | 267.36 |
| 2021-03-31 | $74k | 286 | 258.74 |
| 2020-12-31 | $66k | 286 | 230.77 |
| 2020-09-30 | $53k | 286 | 185.31 |
| 2020-06-30 | $51k | 286 | 178.32 |
| 2020-03-31 | $93k | 643 | 144.63 |
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