iShares S&P MidCap 400 Index shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 23k | 65.49 |
| 2024-09-30 | $1.5M | 23k | 62.32 |
| 2024-06-30 | $1.3M | 23k | 58.52 |
| 2024-03-31 | $1.4M | 23k | 60.74 |
| 2023-12-31 | $1.3M | 4.7k | 277.15 |
| 2023-09-30 | $977k | 3.9k | 249.35 |
| 2023-06-30 | $1.1M | 4.2k | 261.48 |
| 2023-03-31 | $1.0M | 4.2k | 250.16 |
| 2022-12-31 | $983k | 4.1k | 241.89 |
| 2022-09-30 | $894k | 4.1k | 219.06 |
| 2022-06-30 | $1.1M | 4.1k | 257.00 |
| 2022-03-31 | $1.0M | 3.9k | 268.27 |
| 2021-12-31 | $1.4M | 4.9k | 282.90 |
More positions owned by Confluence Wealth Services
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