iShares S&P MidCap 400 Index shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller 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 Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $521k | 8.4k | 62.31 |
| 2024-09-30 | $520k | 8.3k | 62.32 |
| 2024-06-30 | $489k | 8.3k | 58.52 |
| 2024-03-31 | $507k | 8.3k | 60.74 |
| 2023-12-31 | $463k | 1.7k | 277.14 |
| 2023-09-30 | $416k | 1.7k | 249.34 |
| 2023-06-30 | $433k | 1.7k | 261.48 |
| 2023-03-31 | $415k | 1.7k | 250.16 |
| 2022-12-31 | $419k | 1.7k | 241.89 |
| 2022-09-30 | $378k | 1.7k | 219.26 |
| 2022-06-30 | $390k | 1.7k | 226.22 |
| 2022-03-31 | $468k | 1.7k | 268.66 |
| 2021-12-31 | $478k | 1.7k | 283.01 |
More positions owned by Cassady Schiller Wealth Management
View all positions for Cassady Schiller Wealth Management