iShares S&P MidCap 400 Index shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 65.26 |
| 2025-06-30 | $291k | 4.7k | 62.01 |
| 2025-03-31 | $266k | 4.6k | 58.35 |
| 2024-12-31 | $284k | 4.6k | 62.31 |
| 2024-09-30 | $323k | 5.2k | 62.32 |
| 2024-06-30 | $303k | 5.2k | 58.52 |
| 2024-03-31 | $314k | 5.2k | 60.74 |
| 2023-12-31 | $286k | 1.0k | 277.04 |
| 2018-06-30 | $125k | 639 | 195.62 |
| 2018-03-31 | $121k | 639 | 189.36 |
| 2017-12-31 | $107k | 553 | 193.49 |