iShares S&P MidCap 400 Index shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Concord 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 4.2k | 65.26 |
| 2025-06-30 | $274k | 4.4k | 62.03 |
| 2025-03-31 | $258k | 4.4k | 58.35 |
| 2024-12-31 | $283k | 4.5k | 62.31 |
| 2024-09-30 | $282k | 4.5k | 62.31 |
| 2024-06-30 | $255k | 4.4k | 58.52 |
| 2024-03-31 | $264k | 4.3k | 60.73 |
| 2023-12-31 | $158k | 571 | 277.35 |
| 2023-09-30 | $137k | 551 | 249.33 |
| 2023-06-30 | $144k | 551 | 261.46 |
| 2023-03-31 | $131k | 523 | 250.39 |
| 2022-12-31 | $132k | 548 | 241.68 |
| 2022-06-30 | $132k | 581 | 227.19 |
| 2022-03-31 | $154k | 573 | 268.76 |
| 2021-12-31 | $153k | 540 | 283.33 |
| 2020-12-31 | $75k | 325 | 230.77 |