iShares S&P MidCap 400 Index shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 150k | 65.26 |
| 2025-06-30 | $9.1M | 147k | 62.02 |
| 2025-03-31 | $10M | 174k | 58.35 |
| 2024-12-31 | $10M | 166k | 62.31 |
| 2024-09-30 | $10M | 160k | 62.32 |
| 2024-06-30 | $9.1M | 156k | 58.52 |
| 2024-03-31 | $10M | 171k | 60.74 |
| 2023-12-31 | $9.3M | 34k | 277.15 |
| 2023-09-30 | $8.2M | 33k | 249.35 |
| 2023-06-30 | $8.5M | 33k | 261.48 |
| 2023-03-31 | $8.3M | 33k | 250.16 |
| 2022-12-31 | $7.5M | 31k | 241.89 |
| 2022-09-30 | $6.7M | 31k | 219.26 |
| 2022-06-30 | $6.7M | 30k | 226.22 |
| 2022-03-31 | $6.5M | 24k | 268.32 |
| 2021-12-31 | $5.3M | 19k | 283.07 |
| 2021-09-30 | $4.6M | 17k | 263.04 |
| 2021-06-30 | $4.2M | 16k | 268.77 |
| 2021-03-31 | $3.9M | 15k | 260.31 |
| 2020-12-31 | $3.8M | 16k | 229.80 |
| 2020-09-30 | $3.0M | 16k | 185.33 |
| 2020-06-30 | $2.8M | 16k | 177.82 |
| 2020-03-31 | $2.2M | 15k | 143.87 |
| 2019-12-31 | $2.4M | 12k | 205.82 |
| 2019-09-30 | $2.1M | 11k | 193.24 |
| 2019-06-30 | $1.9M | 9.7k | 194.30 |
| 2019-03-31 | $1.4M | 7.5k | 189.45 |
| 2018-12-31 | $1.9M | 11k | 166.10 |
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