iShares S&P MidCap 400 Index shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess 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 Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $47M | 756k | 62.31 |
| 2024-09-30 | $46M | 734k | 62.32 |
| 2024-06-30 | $42M | 725k | 58.52 |
| 2024-03-31 | $45M | 732k | 60.74 |
| 2023-12-31 | $40M | 143k | 277.15 |
| 2023-09-30 | $31M | 125k | 249.35 |
| 2023-06-30 | $7.2M | 28k | 261.48 |
| 2023-03-31 | $8.0M | 32k | 250.16 |
| 2022-12-31 | $6.8M | 28k | 241.89 |
| 2022-09-30 | $2.6M | 12k | 219.24 |
| 2022-06-30 | $2.6M | 12k | 226.14 |
| 2022-03-31 | $3.5M | 13k | 268.39 |
| 2021-12-31 | $3.4M | 12k | 283.07 |