iShares S&P MidCap 400 Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co 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 Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 65.26 |
| 2025-06-30 | $1.1M | 17k | 62.02 |
| 2025-03-31 | $1.1M | 19k | 58.35 |
| 2024-12-31 | $948k | 15k | 62.31 |
| 2024-09-30 | $830k | 13k | 62.32 |
| 2024-06-30 | $734k | 13k | 58.52 |
| 2024-03-31 | $762k | 13k | 60.74 |
| 2023-12-31 | $685k | 2.5k | 277.15 |
| 2023-09-30 | $683k | 2.7k | 249.35 |
| 2023-06-30 | $708k | 2.7k | 261.48 |
| 2023-03-31 | $1.0M | 4.1k | 250.19 |
| 2022-12-31 | $1.0M | 4.2k | 241.89 |
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