iShares S&P MidCap 400 Index shares owned by Executive Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management 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 Executive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by Executive Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $761k | 12k | 62.32 |
2024-03-31 | $778k | 13k | 60.37 |
2023-12-31 | $719k | 2.6k | 277.16 |
2023-09-30 | $414k | 1.7k | 249.40 |
2023-06-30 | $435k | 1.7k | 261.60 |
2023-03-31 | $435k | 1.7k | 250.22 |
2022-12-31 | $423k | 1.7k | 241.90 |
2022-09-30 | $367k | 367 | 1000.00 |
2022-06-30 | $374k | 1.7k | 226.26 |
2022-03-31 | $424k | 1.6k | 268.02 |
2021-12-31 | $506k | 1.8k | 283.00 |
2021-09-30 | $420k | 1.6k | 262.83 |
2021-06-30 | $409k | 1.5k | 268.37 |
2021-03-31 | $395k | 1.5k | 260.21 |
2020-12-31 | $224k | 978 | 229.04 |
2019-12-31 | $338k | 1.6k | 205.72 |
2019-09-30 | $1.9M | 10k | 193.08 |
2019-06-30 | $2.2M | 11k | 194.22 |
2019-03-31 | $3.4M | 18k | 189.38 |
2018-12-31 | $4.4M | 27k | 166.07 |
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