iShares S&P MidCap 400 Index shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors 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 Core 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 Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 255k | 65.26 |
| 2025-06-30 | $15M | 248k | 62.02 |
| 2025-03-31 | $14M | 242k | 58.35 |
| 2024-12-31 | $16M | 252k | 62.31 |
| 2024-09-30 | $16M | 252k | 62.32 |
| 2024-06-30 | $15M | 250k | 58.52 |
| 2024-03-31 | $15M | 246k | 60.74 |
| 2023-09-30 | $11M | 45k | 249.35 |
| 2023-06-30 | $11M | 43k | 261.48 |
| 2023-03-31 | $11M | 43k | 250.16 |
| 2022-12-31 | $12M | 51k | 241.89 |
| 2022-09-30 | $11M | 50k | 219.26 |
| 2022-06-30 | $10M | 46k | 226.23 |
| 2022-03-31 | $14M | 50k | 268.35 |
| 2021-12-31 | $14M | 49k | 283.09 |
| 2021-09-30 | $13M | 48k | 263.07 |
| 2021-06-30 | $13M | 47k | 268.72 |
| 2021-03-31 | $12M | 47k | 260.28 |
| 2020-12-31 | $10M | 44k | 229.83 |
| 2020-09-30 | $8.5M | 46k | 185.32 |
| 2020-06-30 | $7.9M | 45k | 177.82 |
| 2020-03-31 | $7.4M | 52k | 143.87 |
| 2019-12-31 | $9.8M | 48k | 205.83 |