iShares S&P MidCap 400 Index shares owned by Family Wealth Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $449k | 6.9k | 65.26 |
| 2025-06-30 | $479k | 7.7k | 62.02 |
| 2024-12-31 | $557k | 8.9k | 62.31 |
| 2024-09-30 | $566k | 9.1k | 62.32 |
| 2024-06-30 | $488k | 8.3k | 58.52 |
| 2024-03-31 | $483k | 7.9k | 60.74 |
| 2023-12-31 | $420k | 1.5k | 277.14 |