iShares S&P MidCap 400 Index shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent 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 Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 30k | 62.32 |
| 2024-06-30 | $1.7M | 30k | 58.52 |
| 2024-03-31 | $1.8M | 29k | 60.74 |
| 2023-12-31 | $1.6M | 5.6k | 277.15 |
| 2023-09-30 | $1.4M | 5.4k | 249.35 |
| 2023-06-30 | $1.4M | 5.4k | 261.47 |
| 2023-03-31 | $1.3M | 5.1k | 250.16 |
| 2022-12-31 | $1.2M | 5.1k | 241.82 |
| 2022-09-30 | $1.1M | 5.1k | 219.29 |
| 2022-06-30 | $1.1M | 5.0k | 226.33 |
| 2022-03-31 | $1.3M | 4.8k | 268.36 |
| 2021-12-31 | $1.3M | 4.7k | 283.05 |
| 2021-09-30 | $1.2M | 4.6k | 263.08 |
| 2021-06-30 | $1.2M | 4.5k | 268.67 |
| 2021-03-31 | $1.3M | 5.1k | 260.18 |
| 2020-12-31 | $1.2M | 5.3k | 229.85 |
| 2020-09-30 | $1.0M | 5.5k | 185.33 |
| 2020-06-30 | $1.0M | 5.7k | 177.74 |
| 2020-03-31 | $1.4M | 9.8k | 143.89 |
| 2019-12-31 | $1.8M | 8.7k | 205.84 |
| 2019-09-30 | $1.7M | 8.6k | 193.24 |
| 2019-06-30 | $1.6M | 8.4k | 194.28 |
| 2019-03-31 | $1.6M | 8.3k | 189.41 |
| 2018-12-31 | $2.1M | 13k | 166.09 |
| 2018-09-30 | $1.5M | 7.2k | 201.27 |
| 2018-06-30 | $1.3M | 6.7k | 194.78 |
| 2018-03-31 | $674k | 3.6k | 187.48 |
| 2017-12-31 | $492k | 2.6k | 189.81 |
| 2017-09-30 | $251k | 1.4k | 179.03 |