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iShares S&P MidCap 400 Index shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. 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 Bartlett & Co. 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 Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $53M 813k 65.26
2025-06-30 $48M 771k 62.02
2025-03-31 $38M 655k 58.35
2024-12-31 $38M 609k 62.31
2024-09-30 $36M 571k 62.32
2024-06-30 $23M 386k 58.52
2024-03-31 $19M 319k 60.74
2023-12-31 $15M 53k 279.85
2023-09-30 $5.6M 22k 250.50