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iShares S&P MidCap 400 Index shares owned by Watermark Asset Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset 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 Watermark Asset 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 Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $13M 75k 166.05
2018-09-30 $15M 76k 201.29
2018-06-30 $15M 76k 194.79
2018-03-31 $15M 79k 187.57
2017-12-31 $14M 74k 189.78
2017-09-30 $12M 65k 178.90
2017-06-30 $9.0M 52k 173.96
2017-03-31 $9.1M 53k 171.23