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iShares S&P MidCap 400 Index shares owned by Warren Street Wealth Advisors

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

Historical chart of Warren Street Wealth Advisors 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 Warren Street Wealth Advisors 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 Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $943k 16k 60.74
2023-12-31 $852k 3.1k 277.19
2023-09-30 $773k 3.1k 249.35
2023-06-30 $811k 3.1k 261.48
2023-03-31 $780k 3.1k 250.16
2022-12-31 $758k 3.1k 242.00
2022-09-30 $613k 2.8k 219.09
2022-06-30 $633k 2.8k 226.23
2022-03-31 $771k 2.9k 268.45
2021-12-31 $989k 3.5k 283.06