iShares S&P MidCap 400 Index shares owned by Crestmont Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Crestmont Private Wealth
from 13F filings
Historical chart of Crestmont Private Wealth 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 Crestmont Private Wealth 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 Crestmont Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 166k | 60.74 |
| 2023-12-31 | $9.7M | 35k | 277.15 |
| 2023-09-30 | $11M | 42k | 249.35 |
| 2023-06-30 | $11M | 41k | 261.48 |
| 2023-03-31 | $9.5M | 38k | 250.16 |
| 2022-12-31 | $9.2M | 38k | 241.89 |
| 2022-09-30 | $8.4M | 38k | 219.26 |
| 2022-06-30 | $6.6M | 29k | 226.22 |
| 2022-03-31 | $7.4M | 28k | 268.34 |
| 2021-12-31 | $7.5M | 27k | 283.09 |