iShares S&P MidCap 400 Index shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan 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 Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Taylor & Morgan Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.7M | 27k | 60.74 |
2023-12-31 | $1.5M | 5.3k | 277.13 |
2023-09-30 | $1.3M | 5.4k | 249.37 |
2023-06-30 | $1.4M | 5.4k | 261.50 |
2023-03-31 | $1.3M | 5.2k | 250.15 |
2022-12-31 | $1.1M | 4.4k | 241.89 |
2022-09-30 | $960k | 4.4k | 219.38 |
2022-06-30 | $1.8M | 8.0k | 226.24 |
2022-03-31 | $2.1M | 7.7k | 268.37 |
2021-12-31 | $1.9M | 6.9k | 283.01 |
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