iShares S&P MidCap 400 Index shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson 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 Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $674k | 11k | 60.74 |
| 2023-12-31 | $614k | 2.2k | 277.21 |
| 2023-09-30 | $564k | 2.3k | 249.34 |
| 2023-06-30 | $593k | 2.3k | 262.22 |
| 2023-03-31 | $578k | 2.3k | 250.13 |
| 2022-12-31 | $570k | 2.4k | 241.86 |
| 2022-09-30 | $492k | 2.2k | 219.25 |
| 2022-06-30 | $508k | 2.2k | 226.38 |
| 2022-03-31 | $602k | 2.2k | 268.27 |
| 2021-12-31 | $656k | 2.3k | 283.25 |
| 2021-09-30 | $602k | 2.3k | 262.88 |
| 2021-06-30 | $615k | 2.3k | 268.56 |
| 2021-03-31 | $596k | 2.3k | 260.26 |
| 2020-12-31 | $530k | 2.3k | 229.74 |
| 2020-09-30 | $427k | 2.3k | 185.09 |
| 2020-06-30 | $408k | 2.3k | 177.70 |
| 2020-03-31 | $411k | 2.9k | 143.81 |
| 2019-12-31 | $970k | 4.7k | 205.86 |
| 2019-09-30 | $903k | 4.7k | 193.16 |
| 2019-06-30 | $904k | 4.7k | 194.33 |
| 2019-03-31 | $894k | 4.6k | 196.40 |
| 2018-12-31 | $878k | 5.3k | 165.97 |
| 2018-09-30 | $1.3M | 6.3k | 201.26 |
| 2018-06-30 | $1.3M | 6.5k | 194.83 |
| 2018-03-31 | $1.3M | 7.1k | 187.52 |
| 2017-12-31 | $1.4M | 7.3k | 189.80 |