iShares S&P MidCap 400 Index shares owned by Hilltop Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Hilltop Wealth Advisors
from 13F filings
Historical chart of Hilltop 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 Hilltop Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $860k | 14k | 60.74 |
| 2023-12-31 | $852k | 3.1k | 277.16 |
| 2023-09-30 | $768k | 3.1k | 249.36 |
| 2023-06-30 | $805k | 3.1k | 261.49 |
| 2023-03-31 | $772k | 3.1k | 250.17 |
| 2022-12-31 | $746k | 3.1k | 241.90 |
| 2022-09-30 | $676k | 3.1k | 219.20 |
| 2022-06-30 | $698k | 3.1k | 226.33 |
| 2022-03-31 | $828k | 3.1k | 268.48 |
| 2021-12-31 | $1.5M | 5.2k | 283.14 |
| 2021-09-30 | $1.4M | 5.2k | 263.16 |
| 2021-06-30 | $1.4M | 5.2k | 268.76 |
| 2021-03-31 | $1.4M | 5.2k | 260.35 |
| 2020-12-31 | $1.2M | 5.4k | 229.86 |
| 2020-09-30 | $1.0M | 5.4k | 185.38 |
| 2020-06-30 | $964k | 5.4k | 177.76 |
| 2020-03-31 | $4.2M | 30k | 143.87 |
| 2019-12-31 | $4.8M | 23k | 205.84 |