iShares S&P MidCap 400 Index shares owned by Circle Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle 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 Circle 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 Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277M | 4.2M | 65.26 |
| 2025-06-30 | $263M | 4.2M | 62.02 |
| 2025-03-31 | $248M | 4.3M | 58.35 |
| 2024-12-31 | $267M | 4.3M | 62.31 |
| 2024-09-30 | $267M | 4.3M | 62.32 |
| 2024-06-30 | $252M | 4.3M | 58.52 |
| 2024-03-31 | $261M | 4.3M | 60.74 |
| 2023-12-31 | $238M | 860k | 277.15 |
| 2023-09-30 | $215M | 863k | 249.35 |
| 2020-03-31 | $346k | 2.4k | 143.75 |