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iShares S&P MidCap 400 Index shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $516k 8.5k 60.74
2023-12-31 $471k 1.7k 277.15
2023-09-30 $420k 1.7k 249.35
2023-06-30 $440k 1.7k 261.48
2023-03-31 $419k 1.7k 250.16
2022-12-31 $161k 666 241.89
2022-09-30 $146k 666 219.22
2022-06-30 $151k 666 226.73