iShares S&P MidCap 400 Index shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 12k | 277.15 |
| 2023-09-30 | $2.2M | 9.0k | 249.35 |
| 2023-06-30 | $2.4M | 9.0k | 261.48 |
| 2023-03-31 | $2.3M | 9.0k | 250.16 |
| 2022-12-31 | $2.2M | 9.2k | 241.89 |
| 2022-09-30 | $1.8M | 8.3k | 219.25 |
| 2022-06-30 | $1.8M | 8.0k | 226.67 |
| 2022-03-31 | $2.3M | 8.5k | 268.32 |
| 2021-12-31 | $2.5M | 9.0k | 283.04 |
| 2021-09-30 | $2.4M | 9.3k | 262.81 |
| 2021-06-30 | $2.3M | 8.5k | 268.77 |
| 2021-03-31 | $1.4M | 5.3k | 260.30 |
| 2020-12-31 | $2.2M | 9.5k | 229.82 |
| 2020-09-30 | $1.8M | 9.5k | 185.35 |
| 2020-06-30 | $731k | 4.1k | 177.95 |
| 2020-03-31 | $257k | 1.8k | 144.14 |
| 2019-12-31 | $367k | 1.8k | 205.83 |
| 2019-09-30 | $345k | 1.8k | 193.49 |
| 2019-06-30 | $346k | 1.8k | 194.05 |
| 2019-03-31 | $338k | 1.8k | 189.57 |
| 2018-12-31 | $296k | 1.8k | 166.01 |
| 2018-09-30 | $359k | 1.8k | 201.35 |
| 2018-06-30 | $347k | 1.8k | 194.62 |
| 2018-03-31 | $334k | 1.8k | 187.32 |
| 2017-12-31 | $338k | 1.8k | 189.57 |
| 2017-09-30 | $319k | 1.8k | 178.91 |
| 2017-06-30 | $310k | 1.8k | 173.86 |
| 2017-03-31 | $305k | 1.8k | 171.06 |
| 2015-06-30 | $111k | 738 | 150.41 |
| 2014-09-30 | $346k | 2.5k | 136.92 |
| 2014-06-30 | $362k | 2.5k | 143.25 |
| 2014-03-31 | $232k | 1.7k | 137.36 |
| 2013-12-31 | $300k | 2.2k | 133.75 |
| 2013-09-30 | $349k | 2.8k | 124.20 |
| 2013-06-30 | $325k | 2.8k | 115.66 |
| 2013-03-31 | $323k | 2.8k | 114.95 |
| 2012-12-31 | $358k | 3.5k | 101.70 |
| 2012-09-30 | $420k | 4.3k | 98.61 |
| 2012-06-30 | $677k | 7.2k | 94.16 |
| 2012-03-31 | $713k | 7.2k | 99.17 |
| 2011-12-31 | $705k | 8.1k | 87.58 |
| 2011-09-30 | $771k | 9.9k | 77.96 |