iShares S&P MidCap 400 Index shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 17k | 60.74 |
| 2023-12-31 | $947k | 3.4k | 277.16 |
| 2023-09-30 | $892k | 3.6k | 249.37 |
| 2023-06-30 | $935k | 3.6k | 261.50 |
| 2023-03-31 | $898k | 3.6k | 250.19 |
| 2022-12-31 | $866k | 3.6k | 241.88 |
| 2022-09-30 | $795k | 3.6k | 219.13 |
| 2022-06-30 | $946k | 4.2k | 226.26 |
| 2022-03-31 | $1.2M | 4.5k | 268.38 |
| 2021-12-31 | $1.2M | 4.3k | 283.00 |
| 2021-09-30 | $1.4M | 5.3k | 263.06 |
| 2021-06-30 | $1.4M | 5.4k | 268.76 |
| 2021-03-31 | $1.4M | 5.4k | 260.36 |
More positions owned by Capital Advisors Wealth Management
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