iShares S&P MidCap 400 Index shares owned by Appleton Group Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Appleton Group Wealth Management
from 13F filings
Historical chart of Appleton Group 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 Appleton Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in iShares S&P MidCap 400 Index by Appleton Group Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $1.1M | 4.2k | 249.35 |
2023-06-30 | $9.8M | 38k | 261.48 |
2015-06-30 | $6.5M | 43k | 149.97 |
2015-03-31 | $6.5M | 43k | 151.98 |
2014-12-31 | $5.9M | 41k | 144.79 |
2014-09-30 | $5.9M | 43k | 136.74 |
2014-06-30 | $6.2M | 43k | 143.09 |
2014-03-31 | $5.9M | 43k | 137.47 |
2013-12-31 | $6.1M | 46k | 133.82 |
2013-09-30 | $5.6M | 45k | 124.15 |
2013-06-30 | $5.2M | 45k | 115.50 |
More positions owned by Appleton Group Wealth Management
View all positions for Appleton Group Wealth Management