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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Arkadios 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
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