iShares S&P MidCap 400 Index shares owned by Compass Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass 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 Compass 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 Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 3.5k | 65.26 |
| 2025-06-30 | $219k | 3.5k | 62.02 |
| 2025-03-31 | $180k | 3.1k | 58.35 |
| 2024-12-31 | $193k | 3.1k | 62.31 |
| 2024-09-30 | $193k | 3.1k | 62.32 |
| 2024-06-30 | $181k | 3.1k | 58.52 |
| 2024-03-31 | $188k | 3.1k | 60.74 |
| 2023-12-31 | $230k | 829 | 277.15 |
| 2023-09-30 | $39k | 157 | 249.35 |
| 2023-06-30 | $41k | 157 | 261.48 |
| 2023-03-31 | $39k | 157 | 250.17 |
| 2022-12-31 | $38k | 157 | 241.89 |