iShares S&P MidCap 400 Index shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 55k | 62.79 |
| 2025-06-30 | $3.5M | 55k | 63.03 |
| 2025-03-31 | $3.1M | 54k | 58.35 |
| 2024-12-31 | $3.9M | 60k | 64.65 |
| 2024-09-30 | $3.9M | 62k | 62.32 |
| 2024-06-30 | $3.9M | 68k | 57.97 |
| 2024-03-31 | $5.6M | 94k | 59.85 |
| 2023-12-31 | $9.5M | 34k | 277.15 |