iShares S&P MidCap 400 Index shares owned by BCS Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS 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 BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $680k | 10k | 65.26 |
| 2025-06-30 | $650k | 11k | 62.05 |
| 2025-03-31 | $563k | 9.6k | 58.38 |
| 2024-12-31 | $597k | 9.6k | 62.27 |
| 2024-03-31 | $602k | 9.9k | 60.70 |
| 2023-12-31 | $533k | 1.9k | 277.03 |
| 2023-09-30 | $480k | 1.9k | 249.61 |
| 2023-03-31 | $481k | 1.9k | 250.13 |
| 2022-12-31 | $465k | 1.9k | 241.81 |
| 2022-09-30 | $422k | 1.9k | 219.45 |
| 2022-06-30 | $329k | 1.5k | 226.43 |
| 2022-03-31 | $390k | 1.5k | 268.41 |
| 2021-12-31 | $423k | 1.5k | 283.13 |
| 2021-09-30 | $393k | 1.5k | 263.05 |
| 2021-06-30 | $397k | 1.5k | 268.61 |
| 2021-03-31 | $381k | 1.5k | 260.07 |
| 2020-12-31 | $337k | 1.5k | 230.03 |
| 2020-09-30 | $271k | 1.5k | 184.98 |
| 2020-06-30 | $316k | 1.8k | 178.03 |
| 2020-03-31 | $268k | 1.9k | 144.01 |
| 2019-12-31 | $393k | 1.9k | 205.76 |