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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

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $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