iShares S&P MidCap 400 Index shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 18k | 66.00 |
| 2025-09-30 | $1.2M | 18k | 65.26 |
| 2025-06-30 | $1.1M | 19k | 62.02 |
| 2025-03-31 | $1.1M | 19k | 58.35 |
| 2024-12-31 | $1.2M | 19k | 62.31 |
More positions owned by Bernard Wealth Management Corp.
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