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iShares S&P MidCap 400 Index shares owned by Archvest Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Archvest Wealth Advisors from 13F filings

Historical chart of Archvest 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 Archvest 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 Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $866k 14k 62.32
2024-06-30 $806k 14k 57.97
2024-03-31 $875k 15k 60.37
2023-12-31 $804k 2.9k 277.15
2023-09-30 $1.1M 4.3k 249.35
2023-06-30 $1.2M 4.5k 261.48
2023-03-31 $1.1M 4.5k 250.16
2022-12-31 $1.1M 4.6k 241.91
2022-09-30 $1.0M 4.6k 219.31
2022-06-30 $1.1M 4.7k 226.32
2022-03-31 $1.6M 5.9k 268.36
2021-12-31 $1.8M 6.3k 283.08