iShares S&P MidCap 400 Index shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes 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 Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.4M | 5.7k | 249.35 |
| 2023-06-30 | $1.6M | 6.1k | 261.48 |
| 2023-03-31 | $1.5M | 6.1k | 250.16 |
| 2022-12-31 | $1.5M | 6.1k | 241.89 |
| 2022-09-30 | $1.5M | 6.9k | 219.21 |
| 2022-06-30 | $1.4M | 6.1k | 226.25 |
| 2022-03-31 | $1.6M | 6.1k | 268.27 |
| 2021-12-31 | $1.7M | 6.0k | 283.02 |
| 2021-09-30 | $1.6M | 6.0k | 263.02 |
| 2021-06-30 | $1.8M | 6.8k | 268.66 |
| 2021-03-31 | $1.8M | 6.8k | 270.53 |
| 2020-12-31 | $1.6M | 6.8k | 229.76 |
| 2020-09-30 | $888k | 4.8k | 185.23 |
| 2020-06-30 | $852k | 4.8k | 177.72 |
| 2020-03-31 | $248k | 1.7k | 143.85 |
| 2019-12-31 | $607k | 2.9k | 205.83 |
| 2019-09-30 | $579k | 3.0k | 193.06 |
| 2019-06-30 | $607k | 3.1k | 194.30 |
| 2019-03-31 | $576k | 3.0k | 189.29 |
| 2018-12-31 | $505k | 3.0k | 165.95 |
| 2018-09-30 | $618k | 3.1k | 201.43 |
| 2018-06-30 | $723k | 3.7k | 194.72 |
| 2018-03-31 | $610k | 3.3k | 187.52 |
| 2017-12-31 | $769k | 4.1k | 189.74 |
| 2017-09-30 | $725k | 4.1k | 178.88 |
| 2017-06-30 | $705k | 4.1k | 173.95 |
| 2017-03-31 | $694k | 4.1k | 171.23 |
| 2016-12-31 | $670k | 4.1k | 165.31 |
| 2016-09-30 | $563k | 3.6k | 154.76 |
| 2016-06-30 | $906k | 6.1k | 149.41 |
| 2016-03-31 | $940k | 6.5k | 144.15 |
| 2015-12-31 | $909k | 6.5k | 139.40 |
| 2015-09-30 | $653k | 4.8k | 136.64 |
| 2015-06-30 | $751k | 5.0k | 149.99 |
| 2015-03-31 | $692k | 4.6k | 152.02 |