iShares S&P MidCap 400 Index shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 192k | 62.32 |
| 2024-06-30 | $11M | 188k | 58.52 |
| 2024-03-31 | $11M | 187k | 60.74 |
| 2023-09-30 | $8.9M | 36k | 249.35 |
| 2023-06-30 | $8.9M | 34k | 261.48 |
| 2023-03-31 | $8.5M | 34k | 250.16 |
| 2022-12-31 | $8.1M | 33k | 241.89 |
| 2022-09-30 | $7.5M | 34k | 219.25 |
| 2022-06-30 | $7.9M | 35k | 226.22 |
| 2022-03-31 | $11M | 42k | 268.35 |
| 2021-12-31 | $12M | 41k | 283.08 |
| 2021-09-30 | $10M | 39k | 263.06 |
| 2021-06-30 | $10M | 39k | 268.72 |
| 2021-03-31 | $11M | 40k | 267.29 |
| 2020-12-31 | $6.6M | 29k | 229.84 |