iShares S&P MidCap 400 Index shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors 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 Cascade Wealth Advisors 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 Cascade Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $5.6M | 90k | 62.31 |
2024-09-30 | $5.3M | 86k | 62.32 |
2024-06-30 | $4.8M | 79k | 60.42 |
2024-03-31 | $2.4M | 42k | 57.89 |