iShares S&P MidCap 400 Index shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners 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 Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Cfm Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $503k | 8.1k | 62.31 |
2024-09-30 | $619k | 9.9k | 62.32 |
2024-06-30 | $579k | 9.9k | 58.52 |
2024-03-31 | $601k | 9.9k | 60.74 |
2023-12-31 | $555k | 2.0k | 277.15 |
2023-09-30 | $500k | 2.0k | 249.35 |
2023-06-30 | $524k | 2.0k | 261.48 |
2023-03-31 | $501k | 2.0k | 250.16 |
2022-12-31 | $485k | 2.0k | 241.89 |
2022-09-30 | $439k | 2.0k | 219.06 |
2020-06-30 | $17k | 100 | 170.00 |
2020-03-31 | $14k | 100 | 140.00 |
2019-12-31 | $21k | 100 | 210.00 |