iShares S&P MidCap 400 Index shares owned by Capital Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Capital Wealth Management
from 13F filings
Historical chart of Capital Wealth Management investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Capital Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $363k | 5.8k | 62.32 |
2024-06-30 | $384k | 6.6k | 58.52 |
2024-03-31 | $516k | 8.5k | 60.74 |
2023-12-31 | $813k | 2.9k | 277.15 |
2023-09-30 | $732k | 2.9k | 249.35 |
2023-06-30 | $877k | 3.4k | 261.48 |
2023-03-31 | $866k | 3.5k | 250.16 |
2022-12-31 | $4.8M | 20k | 241.89 |
2022-09-30 | $3.9M | 18k | 219.32 |
2022-06-30 | $3.9M | 17k | 226.20 |
2022-03-31 | $4.8M | 18k | 268.38 |
2021-12-31 | $5.2M | 19k | 283.06 |
2021-09-30 | $5.1M | 19k | 263.04 |
2021-06-30 | $5.9M | 22k | 268.76 |
2021-03-31 | $5.6M | 22k | 260.28 |
2020-12-31 | $5.1M | 22k | 229.84 |
2020-09-30 | $4.3M | 23k | 185.32 |
2020-06-30 | $4.5M | 25k | 177.82 |
2020-03-31 | $3.8M | 26k | 143.87 |
2019-12-31 | $5.9M | 29k | 205.82 |
2019-09-30 | $5.6M | 29k | 193.21 |
2019-06-30 | $5.7M | 29k | 194.28 |
2019-03-31 | $5.4M | 28k | 189.41 |
2018-12-31 | $3.7M | 22k | 166.05 |
2018-09-30 | $4.1M | 20k | 201.30 |
2018-06-30 | $3.2M | 16k | 194.80 |
2018-03-31 | $2.1M | 11k | 187.58 |
2017-12-31 | $1.7M | 8.9k | 189.84 |