iShares S&P MidCap 400 Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 51k | 60.74 |
| 2023-09-30 | $1.6M | 6.2k | 250.49 |
| 2023-06-30 | $1.6M | 6.2k | 261.34 |
| 2023-03-31 | $1.5M | 6.3k | 244.33 |
| 2022-12-31 | $1.1M | 4.5k | 241.72 |
| 2022-09-30 | $952k | 4.3k | 219.25 |
| 2022-06-30 | $981k | 4.3k | 226.14 |
| 2022-03-31 | $1.1M | 4.1k | 268.32 |
| 2021-12-31 | $1.3M | 4.7k | 283.08 |
| 2021-09-30 | $931k | 3.5k | 263.14 |
| 2021-03-31 | $950k | 3.7k | 260.20 |
| 2020-12-31 | $839k | 3.7k | 229.80 |
| 2020-09-30 | $776k | 4.2k | 185.34 |
| 2020-06-30 | $1.1M | 6.3k | 177.84 |
| 2020-03-31 | $897k | 6.2k | 143.82 |
| 2019-12-31 | $1.9M | 9.0k | 205.86 |
| 2019-09-30 | $1.7M | 9.0k | 193.21 |
| 2019-06-30 | $1.7M | 8.9k | 194.21 |
| 2019-03-31 | $2.9M | 7.0k | 415.57 |
| 2018-12-31 | $1.3M | 8.1k | 166.09 |
| 2018-09-30 | $411 | 2.0k | 0.20 |
| 2016-12-31 | $375k | 2.3k | 165.34 |
| 2016-09-30 | $336k | 2.2k | 154.48 |
| 2016-06-30 | $324k | 2.2k | 148.97 |