iShares S&P MidCap 400 Index shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies 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 Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 29k | 60.74 |
| 2023-12-31 | $1.9M | 8.1k | 241.89 |
| 2023-09-30 | $1.4M | 5.7k | 249.37 |
| 2023-06-30 | $2.1M | 7.9k | 261.49 |
| 2023-03-31 | $2.0M | 8.1k | 250.16 |
| 2022-12-31 | $1.9M | 8.1k | 241.89 |
| 2022-09-30 | $1.8M | 8.0k | 219.25 |
| 2022-06-30 | $1.8M | 8.0k | 226.23 |
| 2022-03-31 | $2.2M | 8.0k | 268.32 |
| 2021-12-31 | $2.3M | 8.0k | 283.09 |
| 2021-09-30 | $2.1M | 8.0k | 263.07 |
| 2021-06-30 | $2.1M | 7.8k | 268.74 |
| 2021-03-31 | $2.0M | 7.7k | 260.27 |
| 2020-12-31 | $1.8M | 7.9k | 229.82 |
| 2020-09-30 | $1.5M | 8.3k | 185.30 |
| 2020-06-30 | $1.8M | 9.9k | 177.83 |
| 2020-03-31 | $1.2M | 8.0k | 143.85 |
| 2019-12-31 | $1.6M | 8.0k | 205.81 |
| 2019-09-30 | $1.5M | 7.9k | 193.23 |
| 2019-06-30 | $1.5M | 7.9k | 194.26 |
| 2019-03-31 | $1.5M | 7.9k | 189.39 |
More positions owned by Financial Synergies Wealth Advisors
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