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iShares S&P MidCap 400 Index shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $33M 119k 277.16
2023-09-30 $32M 128k 250.10
2023-06-30 $29M 112k 261.48
2023-03-31 $28M 114k 250.16
2022-12-31 $29M 119k 241.89
2022-09-30 $25M 112k 219.25
2022-06-30 $22M 96k 226.23
2022-03-31 $28M 103k 268.34