iShares S&P MidCap 400 Index shares owned by Avaii Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Avaii Wealth Management
from 13F filings
Historical chart of Avaii Wealth Management 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 Avaii Wealth Management 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 Avaii Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $359k | 5.8k | 62.32 |
| 2024-06-30 | $337k | 5.8k | 58.52 |
| 2024-03-31 | $350k | 5.8k | 60.74 |
| 2023-12-31 | $319k | 1.2k | 277.15 |
| 2023-09-30 | $305k | 1.2k | 249.35 |
| 2023-06-30 | $328k | 1.3k | 261.48 |
| 2023-03-31 | $314k | 1.3k | 250.15 |
| 2022-12-31 | $313k | 1.3k | 241.86 |
| 2022-09-30 | $288k | 1.3k | 219.01 |
| 2022-06-30 | $279k | 1.3k | 222.22 |
| 2022-03-31 | $355k | 1.3k | 270.27 |
| 2021-12-31 | $372k | 1.3k | 283.32 |