iShares S&P MidCap 400 Index shares owned by Evergreen Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Evergreen Private Wealth
from 13F filings
Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 378 | 65.26 |
| 2025-06-30 | $23k | 378 | 62.02 |
| 2025-03-31 | $22k | 378 | 58.35 |
| 2024-12-31 | $24k | 378 | 62.31 |
| 2024-09-30 | $24k | 378 | 62.32 |
| 2024-03-31 | $33k | 550 | 60.74 |
| 2023-12-31 | $31k | 110 | 277.15 |