iShares S&P MidCap 400 Index shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 48k | 65.26 |
| 2025-06-30 | $2.3M | 37k | 62.02 |
| 2025-03-31 | $2.0M | 35k | 58.35 |
| 2024-12-31 | $2.4M | 38k | 62.31 |
| 2024-09-30 | $2.3M | 37k | 62.32 |
| 2024-06-30 | $2.0M | 33k | 61.97 |
| 2024-03-31 | $1.5M | 5.4k | 277.15 |
| 2023-12-31 | $1.5M | 5.4k | 277.15 |
| 2023-09-30 | $1.3M | 5.2k | 249.35 |
| 2023-06-30 | $1.1M | 4.4k | 261.50 |
| 2023-03-31 | $1.0M | 4.1k | 250.14 |
| 2022-12-31 | $958k | 4.0k | 241.88 |
| 2022-09-30 | $780k | 3.6k | 219.22 |
| 2022-06-30 | $762k | 3.4k | 226.18 |
| 2022-03-31 | $913k | 3.4k | 268.37 |
| 2021-12-31 | $699k | 2.5k | 282.88 |
More positions owned by EverSource Wealth Advisors
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