iShares S&P MidCap 400 Index shares owned by Andrews, Lucia Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Andrews, Lucia Wealth Management
from 13F filings
Historical chart of Andrews, Lucia 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 Andrews, Lucia Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $213k | 3.2k | 66.00 |
| 2025-09-30 | $211k | 3.2k | 65.26 |
| 2025-06-30 | $200k | 3.2k | 62.02 |
| 2025-03-31 | $201k | 3.2k | 62.31 |
| 2024-12-31 | $201k | 3.2k | 62.32 |
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