iShares S&P MidCap 400 Index shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 28k | 65.26 |
| 2025-06-30 | $1.8M | 29k | 62.02 |
| 2025-03-31 | $1.4M | 23k | 58.35 |
| 2024-12-31 | $1.5M | 23k | 62.31 |
| 2024-09-30 | $1.5M | 23k | 62.32 |
| 2024-06-30 | $1.4M | 23k | 58.52 |
| 2024-03-31 | $1.5M | 24k | 60.74 |
| 2023-12-31 | $1.3M | 4.8k | 277.15 |
| 2023-09-30 | $1.2M | 4.9k | 249.35 |
| 2023-06-30 | $1.3M | 4.9k | 261.48 |
| 2023-03-31 | $1.3M | 5.1k | 250.16 |
| 2022-12-31 | $1.3M | 5.2k | 241.89 |
| 2022-09-30 | $926k | 4.2k | 219.17 |
| 2022-06-30 | $983k | 4.3k | 226.13 |
| 2022-03-31 | $810k | 3.0k | 268.48 |
| 2021-12-31 | $878k | 3.1k | 283.13 |
| 2021-09-30 | $752k | 2.9k | 263.12 |
| 2021-06-30 | $812k | 3.0k | 268.79 |
| 2021-03-31 | $803k | 3.1k | 260.29 |
| 2020-12-31 | $638k | 2.8k | 229.66 |
| 2020-09-30 | $492k | 2.7k | 185.31 |
| 2020-06-30 | $454k | 2.6k | 177.76 |
More positions owned by Elwood & Goetz Wealth Advisory Group
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