iShares S&P MidCap 400 Index shares owned by Fusion Family Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Fusion Family Wealth
from 13F filings
Historical chart of Fusion Family Wealth investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Fusion Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $684k | 11k | 60.74 |
| 2023-12-31 | $563k | 2.0k | 277.15 |
| 2023-09-30 | $554k | 2.2k | 249.35 |
| 2023-06-30 | $560k | 2.1k | 261.48 |
| 2023-03-31 | $530k | 2.1k | 250.16 |
| 2022-12-31 | $518k | 2.1k | 241.89 |
| 2022-09-30 | $1.5M | 5.6k | 263.14 |
| 2022-06-30 | $499k | 2.2k | 226.41 |
| 2022-03-31 | $590k | 2.2k | 268.18 |
| 2021-12-31 | $745k | 2.6k | 282.95 |
| 2021-09-30 | $1.5M | 5.6k | 263.14 |
| 2021-06-30 | $4.6M | 17k | 268.70 |
| 2021-03-31 | $4.8M | 19k | 260.27 |
| 2020-12-31 | $4.3M | 19k | 229.80 |
| 2020-09-30 | $3.6M | 20k | 185.30 |
| 2020-06-30 | $3.9M | 22k | 177.80 |
| 2020-03-31 | $1.6M | 11k | 143.87 |
| 2019-12-31 | $1.5M | 7.2k | 205.81 |
| 2019-09-30 | $1.0M | 5.4k | 193.21 |
| 2019-06-30 | $1.3M | 6.8k | 194.30 |
| 2019-03-31 | $1.0M | 5.5k | 189.38 |
| 2018-12-31 | $1.5M | 9.0k | 166.05 |
| 2018-09-30 | $240k | 1.2k | 201.01 |
| 2018-06-30 | $343k | 1.8k | 194.89 |
| 2018-03-31 | $333k | 1.8k | 187.50 |
| 2017-12-31 | $345k | 1.8k | 189.87 |
| 2017-09-30 | $356k | 2.0k | 178.98 |
| 2017-06-30 | $380k | 2.2k | 173.83 |
| 2017-03-31 | $374k | 2.2k | 171.32 |
| 2016-12-31 | $713k | 4.3k | 167.14 |