iShares S&P MidCap 400 Index shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $664k | 11k | 60.74 |
| 2023-12-31 | $766k | 2.8k | 277.15 |
| 2023-09-30 | $606k | 2.4k | 249.35 |
| 2023-06-30 | $2.1M | 8.1k | 261.48 |
| 2023-03-31 | $1.7M | 6.7k | 250.16 |
| 2022-12-31 | $3.2M | 13k | 241.89 |
| 2022-09-30 | $2.7M | 12k | 219.25 |
| 2022-06-30 | $1.1M | 5.0k | 226.13 |
| 2022-03-31 | $1.4M | 5.3k | 268.31 |
| 2021-12-31 | $1.4M | 5.0k | 283.14 |
| 2021-09-30 | $1.2M | 4.5k | 263.08 |
| 2021-06-30 | $1.0M | 3.8k | 271.57 |
| 2021-03-31 | $1.1M | 4.2k | 260.16 |
| 2020-12-31 | $1.4M | 6.1k | 229.80 |
| 2020-09-30 | $1.2M | 6.3k | 185.28 |
| 2020-06-30 | $1.1M | 6.2k | 177.83 |
| 2020-03-31 | $912k | 6.3k | 143.87 |
| 2019-12-31 | $1.1M | 5.4k | 205.74 |
| 2019-09-30 | $1.1M | 5.5k | 193.25 |
| 2019-06-30 | $1.3M | 6.5k | 194.34 |
| 2019-03-31 | $1.4M | 7.2k | 189.38 |
| 2018-12-31 | $1.5M | 9.1k | 166.06 |
| 2018-03-31 | $302k | 1.6k | 187.58 |
| 2017-12-31 | $303k | 1.6k | 190.09 |
| 2017-09-30 | $272k | 1.5k | 179.07 |
| 2017-06-30 | $248k | 1.4k | 174.16 |
| 2017-03-31 | $233k | 1.4k | 171.45 |
| 2016-09-30 | $323k | 2.1k | 154.84 |
| 2016-06-30 | $278k | 1.9k | 149.14 |
| 2016-03-31 | $207k | 1.4k | 143.85 |
More positions owned by Juncture Wealth Strategies
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