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
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |