iShares S&P MidCap 400 Index shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 4.9k | 65.26 |
| 2025-06-30 | $315k | 5.1k | 62.03 |
| 2025-03-31 | $407k | 7.0k | 58.35 |
| 2024-12-31 | $325k | 5.2k | 62.32 |
| 2024-09-30 | $370k | 5.9k | 62.32 |
| 2024-06-30 | $440k | 7.5k | 58.52 |
| 2024-03-31 | $1.5M | 24k | 60.74 |
| 2023-12-31 | $1.2M | 4.5k | 277.16 |
| 2023-09-30 | $1.4M | 5.6k | 249.36 |
| 2023-06-30 | $1.3M | 4.8k | 261.50 |
| 2023-03-31 | $0 | 5.3k | 0.00 |
| 2022-12-31 | $1.4M | 5.1k | 266.33 |
| 2022-03-31 | $1.8M | 7.4k | 249.29 |
| 2021-12-31 | $1.9M | 7.4k | 262.60 |
| 2021-09-30 | $2.0M | 7.3k | 280.02 |
| 2021-06-30 | $1.7M | 6.1k | 273.76 |
| 2021-03-31 | $1.5M | 5.4k | 272.73 |
| 2020-12-31 | $1.3M | 5.4k | 235.29 |
| 2020-09-30 | $1.0M | 5.1k | 203.54 |
| 2020-06-30 | $793k | 4.1k | 194.03 |
| 2019-12-31 | $3.9M | 19k | 208.11 |
| 2019-09-30 | $3.8M | 19k | 197.50 |
| 2019-06-30 | $3.8M | 20k | 188.80 |
| 2019-03-31 | $5.3M | 28k | 189.98 |
| 2018-12-31 | $5.2M | 27k | 191.54 |
| 2018-09-30 | $5.0M | 28k | 180.57 |
| 2018-06-30 | $5.2M | 27k | 194.77 |
| 2018-03-31 | $4.9M | 26k | 187.59 |
| 2017-12-31 | $5.0M | 26k | 189.76 |
| 2017-09-30 | $4.9M | 27k | 178.92 |
| 2017-06-30 | $4.9M | 28k | 173.90 |
| 2017-03-31 | $238k | 1.4k | 168.78 |
| 2016-09-30 | $1.1M | 6.9k | 152.87 |
| 2016-06-30 | $831 | 5.6k | 0.15 |
| 2015-12-31 | $3.5k | 25k | 0.14 |
| 2015-06-30 | $70k | 467 | 149.89 |
| 2015-03-31 | $3.5M | 22k | 156.25 |