iShares S&P MidCap 400 Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 32k | 62.32 |
| 2024-06-30 | $1.9M | 32k | 58.52 |
| 2024-03-31 | $2.0M | 33k | 60.74 |
| 2023-12-31 | $1.9M | 7.0k | 277.14 |
| 2023-09-30 | $2.0M | 8.2k | 249.34 |
| 2023-06-30 | $2.2M | 8.3k | 261.47 |
| 2023-03-31 | $2.3M | 9.2k | 250.17 |
| 2022-12-31 | $2.3M | 9.4k | 241.90 |
| 2022-09-30 | $2.0M | 9.1k | 219.28 |
| 2022-06-30 | $2.2M | 9.8k | 226.20 |
| 2022-03-31 | $2.7M | 10k | 268.32 |
| 2021-12-31 | $2.8M | 9.9k | 283.05 |
| 2021-09-30 | $2.4M | 9.1k | 263.07 |
| 2021-06-30 | $2.2M | 8.1k | 268.73 |
| 2021-03-31 | $1.7M | 6.6k | 260.31 |
| 2020-12-31 | $1.4M | 6.0k | 229.77 |
| 2020-09-30 | $1.3M | 6.6k | 189.39 |
| 2020-06-30 | $1.2M | 6.8k | 177.81 |
| 2020-03-31 | $1.1M | 6.8k | 161.01 |
| 2019-12-31 | $1.5M | 7.1k | 205.77 |
| 2019-09-30 | $799k | 4.1k | 193.23 |
| 2019-06-30 | $942k | 4.8k | 194.27 |
| 2019-03-31 | $723k | 3.8k | 189.42 |
| 2018-12-31 | $554k | 3.3k | 165.92 |