iShares S&P MidCap 400 Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $876k | 3.2k | 277.14 |
| 2023-09-30 | $822k | 3.3k | 249.34 |
| 2023-06-30 | $876k | 3.3k | 261.47 |
| 2023-03-31 | $919k | 3.7k | 250.15 |
| 2022-12-31 | $832k | 3.4k | 241.88 |
| 2022-09-30 | $756k | 3.4k | 219.19 |
| 2022-06-30 | $803k | 3.5k | 226.26 |
| 2022-03-31 | $1.0M | 3.8k | 268.42 |
| 2021-12-31 | $1.2M | 4.2k | 283.12 |
| 2021-09-30 | $939k | 3.6k | 262.95 |
| 2021-06-30 | $575k | 2.1k | 268.57 |
| 2021-03-31 | $435k | 1.7k | 260.17 |
| 2020-12-31 | $412k | 1.8k | 229.65 |
| 2020-09-30 | $263k | 1.4k | 185.34 |
| 2020-03-31 | $238k | 1.7k | 144.07 |
| 2019-12-31 | $303k | 1.5k | 206.12 |
| 2019-09-30 | $278k | 1.4k | 193.19 |
| 2019-06-30 | $268k | 1.4k | 194.34 |
| 2019-03-31 | $263k | 1.4k | 189.62 |
| 2018-12-31 | $206k | 1.2k | 166.00 |
| 2018-09-30 | $250k | 1.2k | 201.45 |
| 2018-06-30 | $242k | 1.2k | 195.00 |
| 2018-03-31 | $233k | 241 | 966.80 |
| 2017-12-31 | $275k | 1.5k | 189.52 |
| 2017-09-30 | $207k | 1.2k | 179.07 |
| 2017-06-30 | $205k | 1.2k | 173.88 |
| 2017-03-31 | $211k | 1.2k | 171.68 |
| 2016-12-31 | $330k | 2.0k | 165.25 |
| 2016-09-30 | $269k | 1.7k | 154.69 |
| 2016-06-30 | $263k | 1.8k | 149.60 |
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