iShares S&P MidCap 400 Index shares owned by Financial Gravity Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Financial Gravity Wealth
from 13F filings
Historical chart of Financial Gravity 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 Financial Gravity 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 Financial Gravity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $113k | 1.7k | 65.26 |
| 2025-03-31 | $153k | 2.6k | 58.35 |
| 2024-06-30 | $129k | 2.2k | 58.52 |
| 2024-03-31 | $320k | 5.3k | 60.75 |
| 2023-12-31 | $1.6M | 7.7k | 213.42 |
| 2023-09-30 | $1.6M | 7.7k | 213.42 |
| 2023-06-30 | $104 | 399 | 0.26 |
| 2023-03-31 | $76 | 302 | 0.25 |
| 2020-12-31 | $34k | 149 | 228.19 |
| 2020-03-31 | $648 | 4.5k | 0.14 |
| 2019-12-31 | $212 | 4.5k | 0.05 |
| 2019-09-30 | $78k | 406 | 192.12 |
| 2019-06-30 | $79k | 406 | 194.58 |
| 2019-03-31 | $78k | 406 | 192.12 |
| 2018-09-30 | $74k | 406 | 182.27 |
| 2018-06-30 | $53k | 267 | 198.50 |
| 2018-03-31 | $50k | 267 | 187.27 |