iShares S&P MidCap 400 Index shares owned by Bridgewealth Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Bridgewealth Advisory Group
from 13F filings
Historical chart of Bridgewealth Advisory Group investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Bridgewealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 3.9k | 65.26 |
| 2025-06-30 | $243k | 3.9k | 62.02 |
| 2025-03-31 | $207k | 3.5k | 58.35 |
| 2024-12-31 | $232k | 3.6k | 63.94 |
| 2024-09-30 | $207k | 3.3k | 62.32 |
| 2024-03-31 | $264k | 4.4k | 60.74 |
| 2023-12-31 | $261k | 940 | 277.15 |
| 2023-09-30 | $247k | 990 | 249.35 |
More positions owned by Bridgewealth Advisory Group
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