iShares S&P MidCap 400 Index shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T 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 CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 30k | 65.26 |
| 2025-06-30 | $1.9M | 31k | 62.02 |
| 2025-03-31 | $1.9M | 32k | 58.35 |
| 2024-12-31 | $1.9M | 31k | 62.31 |
| 2024-09-30 | $1.9M | 31k | 62.32 |
| 2024-06-30 | $1.9M | 33k | 58.52 |
| 2024-03-31 | $2.0M | 33k | 60.74 |
| 2023-12-31 | $1.8M | 6.6k | 277.15 |
| 2023-09-30 | $1.6M | 6.6k | 249.35 |
| 2023-06-30 | $1.8M | 6.7k | 261.48 |
| 2023-03-31 | $1.7M | 6.7k | 250.16 |
| 2022-12-31 | $1.6M | 6.7k | 241.92 |
| 2022-09-30 | $1.5M | 6.7k | 219.28 |
| 2022-06-30 | $945k | 4.2k | 226.35 |
| 2022-03-31 | $969k | 3.6k | 268.42 |
| 2021-12-31 | $1.0M | 3.6k | 283.10 |
| 2021-09-30 | $1.1M | 4.2k | 263.15 |
| 2021-06-30 | $1.3M | 4.8k | 268.77 |
| 2021-03-31 | $1.3M | 5.0k | 260.26 |
| 2020-12-31 | $1.1M | 4.8k | 229.75 |
| 2020-09-30 | $872k | 4.7k | 185.33 |
| 2020-06-30 | $774k | 4.4k | 177.73 |
| 2020-03-31 | $627k | 4.4k | 143.97 |
| 2019-12-31 | $896k | 4.4k | 205.74 |
| 2019-09-30 | $842k | 4.4k | 193.34 |
| 2019-06-30 | $846k | 4.4k | 194.26 |
| 2019-03-31 | $825k | 4.4k | 189.44 |
| 2018-12-31 | $762k | 4.6k | 166.01 |