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iShares S&P MidCap 400 Index shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck Wealth Management 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 Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $433k 1.6k 277.15
2023-09-30 $1.9M 7.6k 250.49
2023-06-30 $251k 959 261.48
2023-03-31 $238k 953 250.16
2022-12-31 $231k 953 241.89
2022-09-30 $209k 953 219.31
2022-06-30 $221k 977 226.20
2021-06-30 $1.4M 5.1k 268.82
2020-06-30 $2.0k 15 133.33
2019-12-31 $3.0k 15 200.00