iShares S&P MidCap 400 Index shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by AE Wealth Management 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $36M | 129k | 275.55 |
| 2023-09-30 | $46M | 184k | 249.35 |
| 2023-06-30 | $35M | 132k | 261.48 |
| 2023-03-31 | $30M | 121k | 250.16 |
| 2022-12-31 | $25M | 102k | 241.89 |
| 2022-09-30 | $22M | 100k | 219.26 |
| 2022-06-30 | $25M | 109k | 226.23 |
| 2022-03-31 | $31M | 114k | 268.34 |
| 2021-12-31 | $33M | 117k | 283.08 |
| 2021-09-30 | $31M | 117k | 263.07 |
| 2021-06-30 | $28M | 106k | 268.73 |
| 2021-03-31 | $33M | 127k | 260.28 |
| 2020-12-31 | $52M | 227k | 229.83 |
| 2020-09-30 | $32M | 171k | 185.31 |
| 2020-06-30 | $31M | 174k | 177.82 |
| 2020-03-31 | $14M | 97k | 143.86 |
| 2019-12-31 | $30M | 146k | 205.82 |
| 2019-09-30 | $14M | 72k | 193.22 |
| 2019-06-30 | $9.7M | 50k | 194.26 |
| 2019-03-31 | $4.5M | 24k | 189.39 |
| 2018-12-31 | $1.7M | 10k | 166.09 |
| 2018-09-30 | $9.2M | 46k | 201.29 |
| 2018-06-30 | $8.1M | 41k | 194.77 |
| 2018-03-31 | $5.3M | 28k | 187.55 |
| 2017-12-31 | $7.3M | 39k | 189.77 |
| 2017-09-30 | $3.8M | 21k | 178.88 |
| 2017-06-30 | $2.0M | 12k | 173.91 |
| 2017-03-31 | $673k | 3.9k | 171.25 |