iShares S&P MidCap 400 Index shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Consilium Wealth Advisory 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 Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $221k | 3.6k | 60.74 |
| 2023-12-31 | $272k | 982 | 277.15 |
| 2023-09-30 | $462k | 1.9k | 249.35 |
| 2023-06-30 | $484k | 1.9k | 261.48 |
| 2023-03-31 | $463k | 1.9k | 250.16 |
| 2022-12-31 | $448k | 1.9k | 241.89 |
| 2022-09-30 | $406k | 1.9k | 219.22 |
| 2022-06-30 | $419k | 1.9k | 226.24 |
| 2022-03-31 | $497k | 1.9k | 268.36 |
| 2021-12-31 | $524k | 1.9k | 282.94 |