iShares S&P MidCap 400 Index shares owned by Curi Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Curi Wealth Management 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 Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 74k | 277.15 |
| 2023-09-30 | $18M | 73k | 249.35 |
| 2023-06-30 | $20M | 77k | 261.48 |
| 2023-03-31 | $19M | 74k | 250.16 |
| 2022-12-31 | $19M | 78k | 241.89 |
| 2022-09-30 | $15M | 67k | 219.26 |
| 2022-06-30 | $13M | 56k | 226.23 |
| 2022-03-31 | $13M | 50k | 268.32 |
| 2021-12-31 | $13M | 44k | 283.05 |
| 2021-09-30 | $9.6M | 36k | 263.06 |
| 2021-06-30 | $7.6M | 28k | 268.73 |
| 2021-03-31 | $5.7M | 22k | 260.28 |
| 2020-12-31 | $4.4M | 19k | 229.82 |