iShares S&P MidCap 400 Index shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family 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 FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 21k | 277.15 |
| 2023-09-30 | $5.3M | 21k | 249.35 |
| 2023-06-30 | $5.5M | 21k | 261.48 |
| 2023-03-31 | $5.2M | 21k | 250.16 |
| 2022-12-31 | $5.2M | 22k | 241.89 |
| 2022-09-30 | $4.8M | 22k | 219.28 |
| 2022-06-30 | $5.0M | 22k | 226.22 |
| 2022-03-31 | $5.9M | 22k | 268.32 |
| 2021-12-31 | $6.2M | 22k | 283.06 |
| 2021-09-30 | $6.0M | 23k | 263.05 |
| 2021-06-30 | $6.1M | 23k | 268.72 |
| 2021-03-31 | $5.9M | 23k | 260.30 |
| 2020-12-31 | $5.2M | 22k | 229.85 |
| 2020-09-30 | $4.4M | 24k | 185.29 |
| 2020-06-30 | $5.0M | 28k | 177.80 |
| 2020-03-31 | $4.4M | 31k | 143.85 |
| 2019-12-31 | $6.7M | 33k | 205.81 |
| 2019-09-30 | $6.4M | 33k | 193.22 |
| 2019-06-30 | $6.5M | 34k | 194.27 |
| 2019-03-31 | $6.3M | 33k | 189.41 |
| 2018-12-31 | $5.5M | 33k | 166.07 |
| 2018-09-30 | $6.6M | 33k | 201.30 |
| 2018-06-30 | $6.0M | 31k | 194.77 |
| 2018-03-31 | $5.8M | 31k | 187.58 |
| 2017-12-31 | $5.9M | 31k | 189.77 |
| 2017-09-30 | $5.5M | 31k | 178.89 |
| 2017-06-30 | $5.2M | 30k | 173.94 |
| 2017-03-31 | $4.9M | 28k | 171.16 |
| 2016-12-31 | $4.4M | 27k | 165.36 |
| 2016-09-30 | $3.7M | 24k | 154.69 |
| 2016-06-30 | $3.6M | 24k | 149.38 |
| 2016-03-31 | $3.5M | 24k | 144.04 |
| 2015-12-31 | $3.3M | 24k | 139.32 |
More positions owned by FRG Family Wealth Advisors
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