iShares S&P MidCap 400 Index shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 6.7k | 65.26 |
| 2025-06-30 | $417k | 6.7k | 62.02 |
| 2025-03-31 | $354k | 6.1k | 58.35 |
| 2024-12-31 | $475k | 7.6k | 62.31 |
| 2024-09-30 | $534k | 8.6k | 62.32 |
| 2024-06-30 | $516k | 8.8k | 58.52 |
| 2024-03-31 | $513k | 8.4k | 60.74 |
| 2023-12-31 | $495k | 1.8k | 277.21 |
| 2023-09-30 | $491k | 2.0k | 249.37 |
| 2023-06-30 | $490k | 1.9k | 261.45 |
| 2023-03-31 | $474k | 1.9k | 250.21 |
| 2022-12-31 | $509k | 2.1k | 241.87 |
| 2022-09-30 | $473k | 2.2k | 219.29 |
| 2022-06-30 | $594k | 2.6k | 226.11 |
| 2021-12-31 | $1.0M | 3.6k | 283.04 |
| 2021-03-31 | $878k | 3.3k | 268.34 |
More positions owned by Collaborative Wealth Managment
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