iShares S&P MidCap 400 Index shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Accretive Wealth 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 Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 212k | 62.32 |
| 2024-06-30 | $13M | 214k | 58.52 |
| 2024-03-31 | $13M | 215k | 58.53 |
| 2023-12-31 | $12M | 42k | 277.15 |
| 2023-09-30 | $10M | 41k | 249.35 |
| 2023-06-30 | $10M | 39k | 261.48 |
| 2023-03-31 | $8.9M | 36k | 250.16 |
| 2022-12-31 | $8.5M | 35k | 241.89 |
| 2022-09-30 | $7.1M | 32k | 219.27 |
| 2022-06-30 | $4.3M | 19k | 226.22 |
| 2022-03-31 | $5.0M | 19k | 268.33 |