iShares S&P MidCap 400 Index shares owned by Focused Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused 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 Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $220k | 794 | 277.19 |
| 2023-09-30 | $356k | 1.4k | 249.37 |
| 2023-06-30 | $373k | 1.4k | 261.51 |
| 2023-03-31 | $355k | 1.4k | 250.08 |
| 2022-12-31 | $359k | 1.5k | 241.90 |
| 2022-09-30 | $230k | 1.1k | 219.05 |
| 2022-06-30 | $212k | 937 | 226.25 |
| 2022-03-31 | $239k | 889 | 268.84 |
| 2021-12-31 | $112k | 397 | 282.12 |
| 2021-09-30 | $100k | 379 | 263.85 |
| 2021-06-30 | $103k | 384 | 268.23 |
| 2021-03-31 | $91k | 348 | 261.49 |
| 2020-12-31 | $80k | 347 | 230.55 |
| 2020-09-30 | $64k | 347 | 184.44 |
| 2020-06-30 | $65k | 365 | 178.08 |
| 2020-03-31 | $61k | 426 | 143.19 |
| 2019-12-31 | $86k | 417 | 206.24 |
| 2019-09-30 | $84k | 435 | 193.10 |
| 2019-06-30 | $93k | 481 | 193.35 |
| 2019-03-31 | $91k | 479 | 189.98 |
| 2018-12-31 | $85k | 512 | 166.02 |
| 2018-09-30 | $97k | 483 | 200.83 |
| 2018-06-30 | $87k | 449 | 193.76 |
| 2018-03-31 | $236k | 1.3k | 187.45 |
| 2017-12-31 | $1.8M | 9.4k | 189.74 |
| 2017-09-30 | $1.6M | 8.8k | 178.92 |
| 2017-06-30 | $1.3M | 7.4k | 174.01 |
| 2017-03-31 | $1.2M | 6.7k | 171.19 |
| 2015-12-31 | $288k | 2.1k | 139.13 |
| 2015-06-30 | $4.0k | 29 | 137.93 |
| 2015-03-31 | $4.0k | 29 | 137.93 |