iShares S&P MidCap 400 Index shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by BSW Wealth Partners 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 BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 85k | 62.32 |
| 2024-06-30 | $4.9M | 84k | 58.52 |
| 2024-03-31 | $10M | 171k | 60.74 |
| 2023-12-31 | $14M | 50k | 277.15 |
| 2023-09-30 | $13M | 50k | 249.34 |
| 2023-06-30 | $14M | 52k | 261.48 |
| 2023-03-31 | $12M | 50k | 250.16 |
| 2022-12-31 | $12M | 49k | 241.89 |
| 2022-09-30 | $11M | 51k | 219.26 |
| 2022-06-30 | $11M | 50k | 226.22 |
| 2022-03-31 | $13M | 50k | 268.34 |
| 2021-12-31 | $14M | 50k | 283.07 |
| 2021-09-30 | $13M | 50k | 263.07 |
| 2021-06-30 | $13M | 49k | 268.73 |
| 2021-03-31 | $14M | 55k | 260.28 |
| 2020-12-31 | $15M | 64k | 229.83 |
| 2020-09-30 | $12M | 64k | 185.31 |
| 2020-06-30 | $13M | 72k | 177.83 |
| 2020-03-31 | $10M | 70k | 143.86 |
| 2019-12-31 | $12M | 59k | 205.82 |
| 2019-09-30 | $11M | 59k | 193.23 |
| 2019-06-30 | $11M | 59k | 194.27 |
| 2019-03-31 | $11M | 58k | 189.39 |
| 2018-12-31 | $6.6M | 40k | 166.07 |
| 2018-09-30 | $8.8M | 44k | 201.28 |
| 2018-06-30 | $8.8M | 45k | 194.77 |
| 2018-03-31 | $8.3M | 44k | 187.56 |
| 2017-12-31 | $12M | 64k | 189.79 |
| 2017-09-30 | $11M | 64k | 178.90 |
| 2017-06-30 | $11M | 62k | 173.95 |
| 2017-03-31 | $10M | 60k | 171.23 |
| 2016-12-31 | $9.9M | 60k | 165.35 |
| 2016-09-30 | $60k | 9.3k | 6.46 |
| 2016-06-30 | $10M | 67k | 149.39 |
| 2016-03-31 | $9.6M | 67k | 144.19 |
| 2015-12-31 | $12M | 84k | 139.32 |
| 2015-09-30 | $10M | 76k | 136.61 |
| 2015-06-30 | $12M | 78k | 149.98 |
| 2015-03-31 | $12M | 79k | 151.98 |
| 2014-12-31 | $3.4M | 24k | 144.79 |
| 2014-09-30 | $3.2M | 23k | 136.72 |
| 2014-06-30 | $3.4M | 24k | 143.07 |
| 2014-03-31 | $3.4M | 24k | 137.48 |
| 2013-12-31 | $12M | 87k | 133.82 |
| 2013-09-30 | $11M | 88k | 124.14 |