iShares S&P MidCap 400 Index shares owned by Altus Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Altus Wealth Management
from 13F filings
Historical chart of Altus 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 Altus 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 Altus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 341k | 62.32 |
| 2024-06-30 | $20M | 343k | 58.52 |
| 2024-03-31 | $21M | 343k | 60.74 |
| 2023-12-31 | $19M | 68k | 277.15 |
| 2023-09-30 | $17M | 66k | 249.35 |
| 2023-06-30 | $17M | 63k | 261.48 |
| 2023-03-31 | $16M | 64k | 250.16 |
| 2022-12-31 | $15M | 61k | 241.90 |
| 2022-09-30 | $14M | 62k | 219.25 |
| 2022-06-30 | $15M | 64k | 226.24 |
| 2022-03-31 | $17M | 64k | 268.34 |
| 2021-12-31 | $18M | 62k | 283.09 |
| 2021-09-30 | $16M | 61k | 263.07 |
| 2021-06-30 | $15M | 57k | 268.73 |
| 2021-03-31 | $14M | 54k | 260.29 |
| 2020-12-31 | $12M | 54k | 229.83 |
| 2020-09-30 | $6.6M | 36k | 185.32 |
| 2020-06-30 | $6.2M | 35k | 177.82 |
| 2020-03-31 | $4.8M | 33k | 143.86 |
| 2019-12-31 | $6.9M | 34k | 205.82 |