iShares S&P MidCap 400 Index shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33k | 500 | 65.26 |
| 2025-06-30 | $31k | 500 | 62.02 |
| 2025-03-31 | $29k | 500 | 58.35 |
| 2024-12-31 | $31k | 500 | 62.31 |
| 2024-09-30 | $31k | 500 | 62.32 |
| 2024-06-30 | $34k | 588 | 58.52 |
| 2024-03-31 | $44k | 730 | 60.74 |
| 2023-12-31 | $41k | 146 | 277.15 |
| 2023-09-30 | $36k | 146 | 249.35 |
| 2023-06-30 | $38k | 146 | 261.48 |
| 2023-03-31 | $37k | 146 | 250.16 |
| 2022-12-31 | $35k | 146 | 241.89 |
| 2022-09-30 | $32k | 146 | 219.18 |