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iShares S&P MidCap 400 Index shares owned by Cornerstone Wealth Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Cornerstone Wealth Group from 13F filings

Historical chart of Cornerstone Wealth Group 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 Cornerstone Wealth Group 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 Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 16k 65.26
2025-06-30 $981k 16k 62.02
2025-03-31 $1.0M 18k 58.35
2024-12-31 $1.1M 17k 62.31
2024-09-30 $977k 16k 62.32
2024-06-30 $900k 15k 58.52
2024-03-31 $1.0M 17k 60.74