iShares S&P MidCap 400 Index shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 314k | 62.32 |
| 2024-06-30 | $18M | 304k | 58.52 |
| 2024-03-31 | $15M | 248k | 60.74 |
| 2023-12-31 | $13M | 47k | 277.16 |
| 2023-09-30 | $7.2M | 29k | 249.36 |
| 2023-06-30 | $7.6M | 29k | 261.48 |
| 2023-03-31 | $5.5M | 22k | 250.15 |
| 2022-12-31 | $3.0M | 13k | 241.88 |
| 2022-09-30 | $930k | 4.2k | 219.29 |
| 2022-06-30 | $440k | 1.9k | 226.34 |
| 2022-03-31 | $445k | 1.7k | 268.56 |
| 2021-12-31 | $458k | 1.6k | 283.07 |
| 2021-09-30 | $426k | 1.6k | 263.29 |
| 2021-06-30 | $430k | 1.6k | 268.92 |
| 2021-03-31 | $415k | 1.6k | 260.35 |
| 2020-12-31 | $366k | 1.6k | 229.61 |
| 2020-09-30 | $295k | 1.6k | 185.07 |
| 2020-06-30 | $355k | 2.0k | 177.59 |