iShares S&P MidCap 400 Index shares owned by Castle Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle 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 Castle 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 Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 84k | 62.32 |
| 2024-06-30 | $4.8M | 82k | 58.52 |
| 2024-03-31 | $4.9M | 80k | 60.74 |
| 2023-12-31 | $4.9M | 18k | 277.15 |
| 2023-09-30 | $4.5M | 18k | 250.37 |
| 2023-06-30 | $4.5M | 17k | 261.48 |
| 2023-03-31 | $4.1M | 16k | 250.16 |
| 2022-12-31 | $12M | 48k | 241.89 |
| 2022-09-30 | $11M | 48k | 219.25 |
| 2022-06-30 | $12M | 53k | 226.22 |