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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Carolinas Wealth Consulting 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 Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
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