iShares S&P MidCap 400 Index shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur 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 BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 32k | 65.26 |
| 2025-06-30 | $2.0M | 32k | 62.02 |
| 2025-03-31 | $1.9M | 32k | 58.35 |
| 2024-12-31 | $2.0M | 32k | 62.31 |
| 2024-09-30 | $2.0M | 32k | 62.32 |
| 2024-06-30 | $1.9M | 32k | 58.52 |
| 2024-03-31 | $2.0M | 32k | 60.74 |
| 2023-12-31 | $1.9M | 6.9k | 277.15 |
| 2023-09-30 | $1.7M | 6.9k | 250.49 |
| 2023-06-30 | $1.8M | 6.9k | 261.48 |
| 2023-03-31 | $1.7M | 6.9k | 250.16 |
| 2022-12-31 | $1.7M | 6.9k | 241.89 |
| 2022-09-30 | $1.5M | 6.9k | 219.27 |
| 2022-06-30 | $1.6M | 6.9k | 226.28 |
| 2022-03-31 | $1.8M | 6.9k | 268.32 |
| 2021-12-31 | $1.9M | 6.9k | 283.07 |
| 2021-09-30 | $1.8M | 6.9k | 263.07 |
| 2021-06-30 | $1.8M | 6.9k | 268.76 |
| 2021-03-31 | $1.6M | 6.0k | 260.33 |
| 2020-12-31 | $1.4M | 6.0k | 229.83 |
| 2020-09-30 | $1.9M | 10k | 185.29 |
| 2020-06-30 | $1.8M | 10k | 177.84 |
| 2020-03-31 | $1.5M | 10k | 143.82 |
| 2019-12-31 | $2.5M | 12k | 205.82 |
| 2019-09-30 | $2.4M | 12k | 193.20 |
| 2019-06-30 | $2.4M | 12k | 194.84 |
| 2019-03-31 | $2.9M | 15k | 189.41 |
| 2018-12-31 | $2.5M | 15k | 166.05 |
| 2018-09-30 | $2.7M | 13k | 202.12 |
| 2018-06-30 | $2.6M | 13k | 195.61 |
| 2018-03-31 | $2.5M | 13k | 187.58 |
| 2017-12-31 | $797k | 4.2k | 189.76 |
| 2017-09-30 | $751k | 4.2k | 178.81 |
| 2017-06-30 | $733k | 4.2k | 174.52 |
| 2017-03-31 | $724k | 4.2k | 172.38 |