iShares S&P MidCap 400 Index shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by 180 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 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $500k | 8.2k | 60.74 |
| 2023-12-31 | $460k | 1.7k | 276.21 |
| 2023-09-30 | $429k | 1.7k | 249.39 |
| 2023-06-30 | $432k | 1.6k | 262.20 |
| 2023-03-31 | $415k | 1.7k | 250.13 |
| 2022-12-31 | $431k | 1.7k | 259.97 |
| 2022-09-30 | $367k | 1.7k | 219.37 |
| 2022-06-30 | $390k | 1.7k | 228.87 |
| 2022-03-31 | $455k | 1.7k | 267.65 |
| 2021-12-31 | $435k | 1.7k | 258.16 |
| 2021-09-30 | $458k | 1.7k | 274.09 |
| 2021-06-30 | $516k | 1.9k | 271.44 |
| 2021-03-31 | $539k | 2.0k | 268.69 |
| 2020-12-31 | $484k | 2.0k | 243.58 |
| 2020-09-30 | $365k | 1.8k | 197.72 |
| 2020-06-30 | $325k | 1.8k | 183.20 |
| 2020-03-31 | $907k | 6.6k | 136.89 |
| 2019-12-31 | $1.5M | 7.1k | 207.29 |
| 2019-09-30 | $1.5M | 7.8k | 191.33 |
| 2019-06-30 | $1.7M | 8.9k | 193.25 |
| 2019-03-31 | $1.7M | 8.7k | 193.73 |
| 2018-12-31 | $1.9M | 9.2k | 201.34 |
| 2018-09-30 | $1.9M | 9.5k | 201.25 |
| 2018-06-30 | $1.9M | 9.7k | 194.80 |
| 2018-03-31 | $854k | 4.5k | 187.73 |
| 2017-12-31 | $456k | 2.4k | 189.68 |