iShares S&P MidCap 400 Index shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $797k | 12k | 65.26 |
| 2025-06-30 | $658k | 11k | 62.02 |
| 2025-03-31 | $423k | 7.3k | 58.35 |
| 2024-12-31 | $452k | 7.3k | 62.31 |
| 2024-09-30 | $474k | 7.6k | 62.32 |
| 2024-06-30 | $443k | 7.6k | 58.52 |
| 2024-03-31 | $490k | 8.1k | 60.74 |
| 2023-12-31 | $2.3M | 8.4k | 277.14 |
| 2023-09-30 | $2.1M | 8.5k | 249.36 |
| 2023-06-30 | $2.2M | 8.4k | 261.49 |
| 2023-03-31 | $2.1M | 8.4k | 250.17 |
| 2022-12-31 | $2.0M | 8.4k | 241.90 |
| 2022-09-30 | $1.9M | 8.4k | 219.28 |
| 2022-06-30 | $1.9M | 8.4k | 226.27 |
| 2022-03-31 | $2.2M | 8.3k | 268.40 |
| 2021-12-31 | $2.3M | 8.3k | 283.10 |
| 2021-09-30 | $2.2M | 8.3k | 263.01 |
| 2021-06-30 | $2.2M | 8.3k | 268.77 |
| 2021-03-31 | $2.1M | 8.2k | 260.29 |
| 2020-12-31 | $1.9M | 8.2k | 229.84 |
| 2020-09-30 | $1.5M | 8.2k | 185.31 |
| 2020-06-30 | $1.5M | 8.2k | 177.87 |
| 2020-03-31 | $1.2M | 8.2k | 143.84 |
| 2019-12-31 | $1.5M | 7.0k | 205.87 |
| 2018-03-31 | $1.0k | 7 | 142.86 |
| 2017-12-31 | $1.0k | 7 | 142.86 |