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

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

Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $650k 2.6k 249.35
2023-06-30 $707k 2.7k 261.48
2023-03-31 $677k 2.7k 250.16
2022-12-31 $654k 2.7k 241.89
2022-09-30 $599k 2.7k 219.25
2022-06-30 $618k 2.7k 226.21
2022-03-31 $722k 2.7k 268.40
2021-12-31 $676k 2.4k 283.20