iShares S&P MidCap 400 Index shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV 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 BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.6M | 6.3k | 261.50 |
| 2023-03-31 | $1.9M | 7.6k | 250.17 |
| 2022-12-31 | $1.9M | 7.7k | 241.90 |
| 2022-09-30 | $1.6M | 7.5k | 219.30 |
| 2022-06-30 | $1.7M | 7.5k | 226.26 |
| 2022-03-31 | $2.1M | 7.8k | 268.34 |
| 2021-12-31 | $2.2M | 7.9k | 283.05 |
| 2021-09-30 | $2.1M | 7.9k | 263.08 |
| 2021-06-30 | $2.1M | 7.7k | 268.69 |
| 2021-03-31 | $2.0M | 7.7k | 260.25 |
| 2020-12-31 | $1.9M | 8.2k | 229.86 |
| 2020-09-30 | $1.9M | 10k | 185.28 |
| 2020-06-30 | $3.3M | 19k | 177.81 |
| 2020-03-31 | $2.6M | 18k | 143.88 |
| 2019-12-31 | $3.4M | 17k | 205.81 |
| 2019-09-30 | $3.2M | 17k | 193.22 |
| 2019-06-30 | $3.2M | 17k | 194.28 |
| 2019-03-31 | $3.1M | 16k | 189.40 |
| 2018-12-31 | $2.8M | 17k | 166.03 |
| 2018-09-30 | $3.3M | 16k | 201.29 |
| 2018-06-30 | $3.1M | 16k | 194.76 |
| 2018-03-31 | $2.7M | 14k | 187.59 |
| 2017-12-31 | $2.6M | 13k | 189.75 |
| 2017-09-30 | $3.5M | 19k | 178.90 |
| 2017-06-30 | $245k | 1.4k | 173.76 |
More positions owned by BerganKDV Wealth Management
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