iShares S&P MidCap 400 Index shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.6M | 89k | 62.31 |
| 2024-09-30 | $5.2M | 84k | 62.32 |
| 2024-06-30 | $4.7M | 80k | 58.52 |
| 2024-03-31 | $822k | 14k | 60.74 |
| 2023-12-31 | $691k | 2.5k | 277.13 |
| 2023-09-30 | $592k | 2.4k | 249.33 |
| 2023-06-30 | $539k | 2.1k | 261.46 |
| 2023-03-31 | $666k | 2.7k | 250.15 |
| 2022-12-31 | $622k | 2.6k | 241.90 |
| 2022-09-30 | $397k | 1.8k | 219.22 |
| 2022-06-30 | $269k | 1.2k | 225.86 |
| 2022-03-31 | $370k | 1.4k | 268.12 |
| 2021-12-31 | $417k | 1.5k | 283.29 |
| 2021-09-30 | $311k | 1.2k | 262.45 |
| 2021-06-30 | $2.7M | 10k | 268.66 |
| 2021-03-31 | $2.4M | 9.2k | 260.19 |
| 2020-12-31 | $176k | 768 | 229.17 |
| 2020-09-30 | $37k | 185 | 199.11 |
| 2020-06-30 | $33k | 185 | 177.74 |
| 2020-03-31 | $63k | 435 | 143.72 |
| 2019-12-31 | $59k | 279 | 209.89 |