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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
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