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iShares S&P MidCap 400 Index shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 17k 65.26
2025-06-30 $918k 15k 62.02
2025-03-31 $770k 13k 58.35
2024-12-31 $800k 13k 62.31
2024-09-30 $454k 7.3k 62.32
2024-06-30 $264k 4.5k 58.52
2021-06-30 $362k 1.3k 268.95