iShares S&P MidCap 400 Index shares owned by Affinity Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Affinity Wealth Management
from 13F filings
Historical chart of Affinity 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 Affinity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $270k | 4.5k | 60.74 |
| 2023-12-31 | $247k | 890 | 277.15 |
| 2023-09-30 | $222k | 890 | 249.35 |
| 2023-06-30 | $235k | 897 | 261.48 |
| 2023-03-31 | $223k | 890 | 250.16 |
| 2022-12-31 | $231k | 954 | 241.89 |
| 2022-09-30 | $273k | 1.2k | 219.10 |
| 2022-06-30 | $285k | 1.2k | 228.73 |
| 2022-03-31 | $330k | 1.2k | 264.85 |
| 2021-12-31 | $336k | 1.2k | 269.66 |
| 2021-09-30 | $376k | 1.4k | 265.16 |
| 2021-06-30 | $379k | 1.4k | 267.28 |
| 2021-03-31 | $345k | 1.3k | 266.20 |
| 2020-12-31 | $316k | 1.3k | 243.83 |
| 2020-09-30 | $254k | 1.3k | 195.99 |
| 2020-03-31 | $206k | 1.3k | 158.95 |
| 2019-12-31 | $267k | 1.3k | 206.02 |
| 2019-09-30 | $250k | 1.3k | 192.90 |
| 2019-06-30 | $252k | 1.3k | 194.44 |
| 2019-03-31 | $245k | 1.3k | 189.04 |
| 2018-12-31 | $215k | 1.3k | 165.90 |
| 2017-09-30 | $240k | 1.3k | 179.37 |
| 2017-06-30 | $233k | 1.3k | 174.14 |
| 2017-03-31 | $233k | 1.4k | 170.95 |
| 2016-12-31 | $319k | 1.9k | 165.46 |
| 2016-09-30 | $317k | 2.1k | 154.63 |
| 2016-06-30 | $350k | 2.3k | 149.51 |
| 2016-03-31 | $314k | 2.2k | 144.17 |
| 2015-12-31 | $297k | 2.1k | 139.24 |
| 2015-09-30 | $277k | 2.0k | 136.79 |
| 2015-06-30 | $303k | 2.0k | 149.63 |
| 2015-03-31 | $293k | 1.9k | 152.05 |
| 2014-12-31 | $314k | 2.2k | 144.63 |
| 2014-06-30 | $256k | 1.8k | 143.34 |
| 2013-09-30 | $215k | 1.7k | 124.13 |
| 2013-06-30 | $221k | 1.9k | 115.40 |
More positions owned by Affinity Wealth Management
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