iShares S&P MidCap 400 Index shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private 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 Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 5.2k | 65.26 |
| 2025-06-30 | $323k | 5.2k | 62.02 |
| 2025-03-31 | $304k | 5.2k | 58.35 |
| 2024-12-31 | $320k | 5.1k | 62.31 |
| 2024-09-30 | $300k | 4.8k | 62.32 |
| 2024-06-30 | $155k | 2.7k | 58.52 |
| 2024-03-31 | $55k | 910 | 60.74 |
| 2023-12-31 | $9.7k | 35 | 277.14 |
| 2023-09-30 | $8.7k | 35 | 249.34 |
| 2023-06-30 | $9.2k | 35 | 261.49 |
| 2023-03-31 | $8.8k | 35 | 250.17 |
| 2022-12-31 | $8.5k | 35 | 241.89 |
| 2022-09-30 | $8.0k | 35 | 228.57 |
| 2022-06-30 | $8.0k | 35 | 228.57 |
| 2022-03-31 | $9.0k | 35 | 257.14 |
| 2021-12-31 | $10k | 35 | 285.71 |
| 2017-09-30 | $55k | 305 | 180.33 |
| 2017-06-30 | $53k | 305 | 173.77 |
| 2017-03-31 | $52k | 305 | 170.49 |
| 2016-12-31 | $51k | 305 | 167.21 |
| 2016-09-30 | $48k | 305 | 157.38 |
| 2016-06-30 | $61k | 405 | 150.62 |
| 2016-03-31 | $58k | 405 | 143.21 |
| 2015-12-31 | $56k | 405 | 138.27 |
| 2015-09-30 | $55k | 405 | 135.80 |
| 2015-06-30 | $74k | 495 | 149.49 |
| 2015-03-31 | $86k | 570 | 150.88 |
| 2014-12-31 | $82k | 570 | 143.86 |
| 2014-09-30 | $92k | 670 | 137.31 |
| 2014-06-30 | $96k | 670 | 143.28 |
| 2014-03-31 | $37k | 270 | 137.04 |
| 2013-12-31 | $36k | 270 | 133.33 |
More positions owned by Blue Bell Private Wealth Management
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