iShares S&P MidCap 400 Index shares owned by Defined Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management 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 Defined 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 Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 6.7k | 65.26 |
| 2025-06-30 | $421k | 6.8k | 62.02 |
| 2025-03-31 | $398k | 6.8k | 58.35 |
| 2024-12-31 | $427k | 6.8k | 62.31 |
| 2024-09-30 | $437k | 7.0k | 62.32 |
| 2024-06-30 | $412k | 7.0k | 58.52 |
| 2024-03-31 | $431k | 7.1k | 60.74 |
| 2023-12-31 | $393k | 1.4k | 277.15 |
| 2023-09-30 | $356k | 1.4k | 249.35 |
| 2023-06-30 | $374k | 1.4k | 261.48 |
| 2023-03-31 | $358k | 1.4k | 250.16 |
| 2022-12-31 | $358k | 1.5k | 241.89 |