iShares S&P MidCap 400 Index shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors 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 Amplius Wealth Advisors 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 Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 29k | 65.26 |
| 2025-06-30 | $2.7M | 43k | 62.02 |
| 2025-03-31 | $2.4M | 41k | 58.35 |
| 2024-12-31 | $2.3M | 37k | 62.31 |
| 2024-09-30 | $2.1M | 33k | 62.32 |
| 2024-06-30 | $1.9M | 33k | 58.52 |
| 2024-03-31 | $2.1M | 34k | 60.74 |
| 2023-12-31 | $1.9M | 6.8k | 277.16 |
| 2023-09-30 | $1.7M | 6.6k | 249.36 |
| 2023-06-30 | $1.8M | 6.7k | 261.49 |
| 2023-03-31 | $1.7M | 6.8k | 250.17 |
| 2022-12-31 | $1.4M | 5.9k | 241.89 |
| 2022-09-30 | $17M | 76k | 219.26 |
| 2022-06-30 | $790k | 3.5k | 225.97 |
| 2022-03-31 | $1.2M | 4.4k | 268.33 |
| 2021-12-31 | $1.3M | 4.4k | 282.95 |