iShares S&P MidCap 400 Index shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by CWS Financial 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 CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 22k | 65.26 |
| 2025-06-30 | $1.4M | 22k | 62.02 |
| 2025-03-31 | $1.3M | 22k | 58.35 |
| 2024-12-31 | $1.4M | 22k | 62.31 |
| 2024-09-30 | $1.4M | 22k | 62.32 |
| 2024-06-30 | $1.3M | 22k | 58.52 |
| 2024-03-31 | $1.3M | 21k | 60.74 |
| 2023-12-31 | $1.1M | 4.1k | 277.17 |
| 2023-09-30 | $1.0M | 4.2k | 249.33 |
| 2023-06-30 | $1.1M | 4.2k | 261.45 |
| 2023-03-31 | $1.1M | 4.2k | 250.14 |
| 2022-12-31 | $793k | 3.0k | 260.26 |
| 2022-09-30 | $971k | 4.4k | 219.34 |
| 2022-06-30 | $1.0M | 4.4k | 226.11 |
| 2022-03-31 | $949k | 3.5k | 268.31 |
| 2021-12-31 | $1.2M | 4.1k | 283.03 |
| 2021-06-30 | $841k | 3.1k | 268.69 |
| 2021-03-31 | $793k | 3.0k | 260.26 |
| 2020-12-31 | $700k | 3.0k | 229.73 |
| 2020-09-30 | $573k | 3.1k | 185.20 |
| 2020-06-30 | $554k | 3.1k | 177.74 |