iShares S&P MidCap 400 Index shares owned by WMS Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by WMS Partners 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 WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $268k | 967 | 277.22 |
| 2023-09-30 | $259k | 1.0k | 249.32 |
| 2023-06-30 | $258k | 987 | 261.45 |
| 2023-03-31 | $248k | 992 | 250.10 |
| 2022-12-31 | $240k | 992 | 241.79 |
| 2022-09-30 | $217k | 991 | 218.97 |
| 2022-06-30 | $229k | 1.0k | 226.73 |
| 2022-03-31 | $266k | 990 | 268.69 |
| 2021-12-31 | $288k | 1.0k | 282.91 |
| 2021-09-30 | $255k | 970 | 262.89 |
| 2021-06-30 | $317k | 1.2k | 268.64 |
| 2021-03-31 | $252k | 969 | 260.06 |
| 2020-12-31 | $218k | 950 | 229.47 |
| 2019-06-30 | $296k | 1.5k | 194.35 |
| 2019-03-31 | $288k | 1.5k | 189.10 |
| 2018-12-31 | $253k | 1.5k | 166.12 |
| 2018-09-30 | $381k | 1.9k | 201.16 |
| 2018-06-30 | $369k | 1.9k | 194.83 |
| 2018-03-31 | $346k | 1.8k | 187.43 |
| 2017-12-31 | $350k | 1.8k | 189.60 |
| 2017-09-30 | $420k | 2.3k | 179.10 |
| 2017-06-30 | $408k | 2.3k | 173.99 |
| 2017-03-31 | $486k | 2.8k | 171.13 |
| 2016-12-31 | $421k | 2.5k | 165.42 |
| 2016-09-30 | $394k | 2.5k | 154.81 |
| 2016-06-30 | $380k | 2.5k | 149.31 |
| 2016-03-31 | $370k | 2.6k | 144.19 |
| 2015-12-31 | $376k | 2.7k | 139.36 |
| 2015-09-30 | $366k | 2.7k | 136.72 |
| 2015-06-30 | $494k | 3.3k | 149.97 |
| 2015-03-31 | $495k | 3.3k | 151.93 |
| 2014-12-31 | $382k | 2.6k | 144.64 |
| 2014-09-30 | $361k | 2.6k | 136.69 |
| 2014-06-30 | $390k | 2.7k | 143.12 |
| 2014-03-31 | $375k | 2.7k | 137.61 |