iShares S&P MidCap 400 Index shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate 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 Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 43k | 56.58 |
| 2023-12-31 | $2.5M | 9.3k | 272.15 |
| 2023-09-30 | $2.5M | 10k | 250.50 |
| 2023-06-30 | $2.0M | 7.4k | 266.84 |
| 2023-03-31 | $1.3M | 5.3k | 246.74 |
| 2022-12-31 | $1.1M | 4.6k | 250.44 |
| 2022-09-30 | $869k | 3.8k | 227.55 |
| 2022-06-30 | $356k | 1.5k | 231.92 |
| 2022-03-31 | $213k | 793 | 268.60 |
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