iShares S&P MidCap 400 Index shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree 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 Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $154k | 2.4k | 65.26 |
| 2025-06-30 | $146k | 2.4k | 62.02 |
| 2025-03-31 | $138k | 2.4k | 58.35 |
| 2024-12-31 | $147k | 2.4k | 62.31 |
| 2024-09-30 | $147k | 2.4k | 62.32 |
| 2024-06-30 | $138k | 2.4k | 58.52 |
| 2024-03-31 | $143k | 2.4k | 60.74 |
| 2023-12-31 | $131k | 472 | 277.15 |
| 2023-09-30 | $118k | 472 | 249.35 |
| 2023-06-30 | $123k | 472 | 261.48 |
More positions owned by Cherry Tree Wealth Management
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