iShares S&P MidCap 400 Index shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $331k | 1.7k | 193.34 |
| 2020-06-30 | $269k | 1.5k | 177.56 |
| 2020-03-31 | $231k | 1.6k | 143.93 |
| 2019-12-31 | $331k | 1.7k | 193.34 |
| 2019-09-30 | $331k | 1.7k | 193.34 |
| 2019-06-30 | $335k | 1.7k | 194.32 |
| 2019-03-31 | $269k | 1.4k | 189.04 |
| 2018-12-31 | $243k | 1.5k | 166.21 |
| 2018-09-30 | $250k | 1.2k | 201.13 |
| 2018-06-30 | $233k | 1.2k | 194.49 |
| 2015-09-30 | $229k | 1.7k | 136.72 |
| 2015-06-30 | $382k | 2.5k | 149.86 |
| 2015-03-31 | $377k | 2.5k | 151.89 |
| 2014-12-31 | $358k | 2.5k | 144.88 |
| 2014-09-30 | $337k | 2.5k | 136.83 |
| 2014-06-30 | $351k | 2.5k | 143.08 |
| 2014-03-31 | $327k | 2.4k | 137.34 |
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