iShares S&P MidCap 400 Index shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $123M | 1.9M | 65.26 |
| 2025-06-30 | $133M | 2.1M | 62.02 |
| 2025-03-31 | $131M | 2.2M | 58.35 |
| 2024-12-31 | $128M | 2.0M | 62.31 |
| 2024-09-30 | $121M | 1.9M | 62.32 |
| 2024-06-30 | $109M | 1.9M | 58.52 |
| 2024-03-31 | $110M | 1.8M | 60.74 |
| 2023-12-31 | $98M | 353k | 277.15 |
| 2023-09-30 | $85M | 340k | 249.35 |
| 2023-06-30 | $85M | 326k | 261.48 |
| 2023-03-31 | $78M | 310k | 250.16 |
| 2022-12-31 | $70M | 289k | 241.89 |
| 2022-09-30 | $60M | 273k | 219.26 |
| 2022-06-30 | $62M | 272k | 226.23 |
| 2022-03-31 | $69M | 256k | 268.34 |
| 2021-12-31 | $67M | 236k | 283.08 |
| 2021-09-30 | $60M | 229k | 263.07 |
| 2021-06-30 | $58M | 216k | 268.73 |
| 2021-03-31 | $60M | 548k | 108.49 |
| 2020-12-31 | $47M | 205k | 229.83 |
| 2020-09-30 | $36M | 196k | 185.31 |
| 2020-06-30 | $30M | 170k | 177.82 |
| 2020-03-31 | $21M | 148k | 143.86 |
| 2019-12-31 | $44M | 211k | 205.82 |
| 2019-09-30 | $39M | 200k | 193.23 |
| 2019-06-30 | $37M | 190k | 194.26 |
| 2019-03-31 | $35M | 182k | 189.40 |
| 2018-12-31 | $29M | 174k | 166.06 |
| 2018-09-30 | $34M | 170k | 199.76 |
| 2018-06-30 | $33M | 170k | 194.86 |
| 2018-03-31 | $30M | 165k | 183.17 |
| 2017-12-31 | $30M | 156k | 194.18 |
| 2017-09-30 | $28M | 154k | 180.73 |
| 2017-06-30 | $26M | 149k | 173.75 |
| 2017-03-31 | $23M | 139k | 168.77 |
| 2016-12-31 | $23M | 136k | 168.07 |
| 2016-09-30 | $20M | 129k | 152.87 |
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