iShares S&P MidCap 400 Index shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare 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 AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $100k | 1.7k | 58.52 |
| 2024-03-31 | $81k | 1.3k | 60.74 |
| 2023-12-31 | $96k | 346 | 277.15 |
| 2023-09-30 | $86k | 346 | 249.35 |
| 2023-06-30 | $84k | 346 | 243.64 |
| 2023-03-31 | $87k | 346 | 250.16 |
| 2022-12-31 | $84k | 346 | 241.89 |
| 2022-09-30 | $76k | 346 | 219.65 |
| 2022-06-30 | $78k | 346 | 225.43 |
| 2022-03-31 | $97k | 361 | 268.70 |
| 2021-12-31 | $102k | 361 | 282.55 |
| 2021-09-30 | $95k | 361 | 263.16 |
| 2021-06-30 | $97k | 361 | 268.70 |
| 2021-03-31 | $94k | 361 | 260.39 |
| 2020-12-31 | $83k | 361 | 229.92 |
| 2020-09-30 | $67k | 361 | 185.60 |
| 2020-06-30 | $64k | 361 | 177.29 |
| 2020-03-31 | $52k | 361 | 144.04 |
| 2019-12-31 | $74k | 361 | 204.99 |
| 2019-09-30 | $70k | 361 | 193.91 |
| 2019-06-30 | $70k | 361 | 193.91 |
| 2019-03-31 | $68k | 361 | 188.37 |
| 2018-12-31 | $60k | 361 | 166.20 |
| 2018-09-30 | $73k | 361 | 202.22 |
| 2018-06-30 | $65k | 336 | 193.45 |
| 2018-03-31 | $7.0k | 37 | 189.19 |
| 2017-12-31 | $7.0k | 37 | 189.19 |
| 2017-09-30 | $7.0k | 37 | 189.19 |
| 2017-03-31 | $14k | 82 | 170.73 |
| 2016-12-31 | $14k | 82 | 170.73 |
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