iShares S&P MidCap 400 Index shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 5.8k | 277.15 |
| 2023-09-30 | $1.4M | 5.6k | 249.35 |
| 2023-06-30 | $1.4M | 5.4k | 261.48 |
| 2023-03-31 | $1.4M | 5.6k | 250.16 |
| 2022-12-31 | $1.4M | 5.9k | 241.89 |
| 2022-09-30 | $1.5M | 6.9k | 219.29 |
| 2022-06-30 | $1.7M | 7.4k | 226.27 |
| 2022-03-31 | $2.0M | 7.3k | 268.37 |
| 2021-12-31 | $1.9M | 6.6k | 283.00 |
| 2021-09-30 | $1.3M | 5.1k | 263.08 |
| 2021-06-30 | $1.9M | 7.1k | 268.69 |
| 2021-03-31 | $1.8M | 7.0k | 260.31 |
| 2020-06-30 | $263k | 1.5k | 177.70 |
| 2020-03-31 | $294k | 2.0k | 143.77 |
| 2019-12-31 | $422k | 2.0k | 206.05 |
More positions owned by Aurum Wealth Management Group
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