iShares S&P MidCap 400 Index shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $369k | 6.1k | 60.74 |
| 2023-12-31 | $337k | 1.2k | 277.15 |
| 2023-09-30 | $293k | 1.2k | 249.35 |
| 2023-06-30 | $319k | 1.2k | 261.48 |
| 2023-03-31 | $305k | 1.2k | 250.16 |
| 2022-12-31 | $337k | 1.4k | 241.89 |
| 2022-09-30 | $121k | 554 | 218.41 |
| 2022-06-30 | $119k | 525 | 226.67 |
| 2022-03-31 | $126k | 469 | 268.66 |
| 2021-12-31 | $133k | 469 | 283.58 |
| 2021-09-30 | $129k | 488 | 264.34 |
| 2021-06-30 | $136k | 504 | 269.84 |
| 2021-03-31 | $145k | 556 | 260.79 |
| 2020-12-31 | $273k | 1.2k | 230.38 |
| 2020-09-30 | $295k | 1.6k | 185.77 |
| 2020-06-30 | $320k | 1.8k | 178.37 |
| 2020-03-31 | $383k | 2.7k | 144.09 |
| 2019-12-31 | $719k | 3.5k | 205.84 |