iShares S&P MidCap 400 Index shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by RMR Wealth Builders 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 RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $64M | 1.1M | 60.74 |
| 2023-12-31 | $56M | 201k | 277.15 |
| 2023-09-30 | $45M | 182k | 249.35 |
| 2023-06-30 | $42M | 162k | 261.48 |
| 2023-03-31 | $39M | 154k | 250.16 |
| 2022-12-31 | $35M | 143k | 241.89 |
| 2022-09-30 | $30M | 138k | 219.26 |
| 2022-06-30 | $29M | 127k | 226.23 |
| 2022-03-31 | $32M | 119k | 268.34 |
| 2021-12-31 | $31M | 108k | 283.08 |
| 2021-09-30 | $24M | 90k | 263.07 |
| 2021-06-30 | $21M | 77k | 268.73 |
| 2021-03-31 | $26M | 99k | 260.28 |
| 2020-12-31 | $9.3k | 3.9k | 2.40 |
| 2020-09-30 | $19M | 105k | 185.31 |
| 2020-06-30 | $2.4M | 13k | 177.86 |
| 2019-12-31 | $2.2M | 11k | 205.82 |