iShares S&P MidCap 400 Index shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Consilio Wealth Advisors 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 Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 206k | 62.32 |
| 2024-06-30 | $11M | 192k | 58.52 |
| 2024-03-31 | $850k | 14k | 60.74 |
| 2023-12-31 | $835k | 3.0k | 277.19 |
| 2023-09-30 | $724k | 3.0k | 242.10 |
| 2023-06-30 | $782k | 3.0k | 261.48 |
| 2023-03-31 | $769k | 3.1k | 250.16 |
| 2022-12-31 | $996k | 4.1k | 241.89 |
| 2022-09-30 | $1.1M | 4.9k | 219.27 |
| 2022-06-30 | $1.2M | 5.1k | 226.24 |
| 2022-03-31 | $1.5M | 5.5k | 268.26 |
| 2021-12-31 | $1.9M | 6.8k | 285.00 |