iShares S&P MidCap 400 Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.2M | 21k | 58.35 |
| 2024-12-31 | $1.2M | 20k | 62.31 |
| 2024-09-30 | $1.2M | 20k | 62.32 |
| 2024-06-30 | $1.2M | 20k | 58.52 |
| 2024-03-31 | $1.1M | 18k | 60.74 |
| 2023-12-31 | $750k | 2.7k | 277.20 |
| 2023-09-30 | $591k | 2.5k | 236.04 |
| 2023-06-30 | $994k | 3.8k | 261.45 |
| 2023-03-31 | $687k | 2.7k | 250.19 |
| 2022-12-31 | $663k | 2.7k | 241.87 |
| 2022-09-30 | $467k | 2.1k | 219.25 |
| 2022-06-30 | $481k | 2.1k | 226.35 |
| 2022-03-31 | $569k | 2.1k | 268.14 |
| 2021-12-31 | $764k | 2.7k | 282.96 |
| 2021-09-30 | $703k | 2.7k | 263.10 |
| 2021-06-30 | $717k | 2.7k | 268.74 |
| 2021-03-31 | $830k | 3.2k | 260.19 |
| 2020-12-31 | $512k | 2.2k | 229.80 |
| 2020-09-30 | $228k | 1.2k | 185.52 |
| 2020-06-30 | $218k | 1.2k | 177.96 |
| 2020-03-31 | $176k | 1.2k | 144.03 |
More positions owned by Carolinas Wealth Consulting
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