iShares S&P MidCap 400 Index shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $6.1M | 27k | 229.82 |
| 2020-09-30 | $4.9M | 27k | 185.31 |
| 2020-06-30 | $4.6M | 26k | 177.82 |
| 2020-03-31 | $2.4M | 17k | 143.89 |
| 2019-12-31 | $3.6M | 18k | 205.82 |
| 2019-09-30 | $3.2M | 17k | 193.21 |
| 2019-06-30 | $3.1M | 16k | 194.24 |
| 2019-03-31 | $3.0M | 16k | 189.42 |
| 2018-12-31 | $2.2M | 13k | 166.03 |
| 2018-09-30 | $2.4M | 12k | 201.30 |
| 2018-06-30 | $2.5M | 13k | 194.82 |
| 2018-03-31 | $2.1M | 12k | 178.92 |
| 2017-12-31 | $2.4M | 13k | 189.79 |
| 2017-09-30 | $2.1M | 12k | 178.92 |
| 2017-06-30 | $2.0M | 12k | 173.94 |
| 2017-03-31 | $1.9M | 11k | 171.23 |
| 2016-12-31 | $1.6M | 9.6k | 165.38 |
| 2016-09-30 | $1.3M | 8.5k | 154.74 |
| 2016-06-30 | $1.3M | 8.5k | 149.38 |
| 2016-03-31 | $1.2M | 8.4k | 144.18 |
| 2015-12-31 | $1.1M | 7.6k | 139.28 |
| 2015-09-30 | $877k | 6.4k | 136.54 |
| 2015-06-30 | $778k | 5.2k | 149.93 |
| 2015-03-31 | $652k | 4.3k | 151.95 |
| 2014-12-31 | $597k | 4.1k | 144.87 |
More positions owned by SVA Plumb Wealth Management
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