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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

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Quarterly 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