iShares S&P MidCap 400 Index shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate 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 Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $726k | 2.6k | 277.21 |
| 2023-09-30 | $1.5M | 6.0k | 249.35 |
| 2023-06-30 | $15M | 57k | 261.48 |
| 2023-03-31 | $366k | 1.5k | 250.23 |
| 2022-12-31 | $640k | 2.6k | 241.87 |
| 2022-09-30 | $556k | 2.5k | 219.42 |
| 2022-06-30 | $790k | 3.5k | 226.30 |
| 2022-03-31 | $1.3M | 4.7k | 268.30 |
| 2021-12-31 | $860k | 3.0k | 283.17 |
| 2021-09-30 | $132k | 502 | 262.95 |
| 2021-06-30 | $106k | 394 | 269.04 |
| 2021-03-31 | $68k | 260 | 261.54 |
| 2020-12-31 | $342k | 1.5k | 229.99 |
| 2020-09-30 | $290k | 1.6k | 185.54 |
| 2020-06-30 | $282k | 1.6k | 177.92 |
| 2020-03-31 | $235k | 1.6k | 143.73 |
| 2019-12-31 | $378k | 1.8k | 205.88 |
| 2019-09-30 | $354k | 1.8k | 193.02 |
| 2019-06-30 | $357k | 1.8k | 194.87 |
| 2019-03-31 | $339k | 1.7k | 197.67 |
| 2018-12-31 | $51k | 279 | 182.80 |
| 2018-09-30 | $108k | 570 | 189.47 |
| 2018-06-30 | $46k | 229 | 200.87 |
| 2018-03-31 | $43k | 228 | 188.60 |
| 2017-12-31 | $14k | 70 | 200.00 |
| 2017-09-30 | $13k | 70 | 185.71 |
| 2017-06-30 | $12k | 71 | 169.01 |
| 2017-03-31 | $12k | 71 | 169.01 |
| 2016-12-31 | $12k | 70 | 171.43 |
| 2013-06-30 | $5.0k | 45 | 111.11 |
| 2012-12-31 | $5.0k | 45 | 111.11 |
More positions owned by Baystate Wealth Management
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