iShares S&P MidCap 400 Index shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 28k | 65.26 |
| 2025-06-30 | $2.0M | 32k | 62.02 |
| 2025-03-31 | $2.2M | 38k | 58.35 |
| 2024-12-31 | $7.8M | 125k | 62.31 |
| 2024-09-30 | $7.6M | 122k | 62.32 |
| 2024-06-30 | $6.9M | 118k | 58.52 |
| 2024-03-31 | $7.5M | 124k | 60.74 |
| 2023-12-31 | $6.6M | 24k | 277.15 |
| 2023-09-30 | $5.9M | 23k | 261.48 |
| 2023-06-30 | $5.9M | 23k | 261.48 |
| 2023-03-31 | $5.9M | 24k | 250.16 |
| 2022-12-31 | $8.1M | 33k | 241.89 |
| 2022-09-30 | $7.2M | 32k | 226.24 |
| 2022-06-30 | $7.2M | 32k | 226.24 |
| 2022-03-31 | $7.9M | 29k | 268.34 |
| 2021-12-31 | $8.0M | 28k | 283.08 |
| 2021-09-30 | $7.0M | 27k | 263.09 |
| 2021-06-30 | $6.8M | 26k | 268.72 |
| 2021-03-31 | $5.8M | 22k | 260.30 |
| 2020-12-31 | $3.4M | 15k | 229.84 |
| 2020-09-30 | $1.8M | 9.7k | 185.28 |
| 2020-06-30 | $222k | 1.3k | 177.60 |
| 2020-03-31 | $2.3M | 16k | 143.89 |
| 2019-12-31 | $4.8M | 23k | 205.83 |