iShares S&P MidCap 400 Index shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 45k | 65.26 |
| 2025-06-30 | $2.9M | 47k | 62.02 |
| 2025-03-31 | $5.8M | 99k | 58.35 |
| 2024-12-31 | $3.1M | 49k | 62.31 |
| 2022-03-31 | $2.4M | 9.2k | 260.18 |
| 2021-12-31 | $3.5M | 12k | 283.06 |
| 2021-09-30 | $3.0M | 11k | 263.06 |
| 2021-06-30 | $2.9M | 11k | 268.73 |
| 2021-03-31 | $2.4M | 9.2k | 260.18 |
| 2020-12-31 | $2.4M | 11k | 229.80 |
| 2020-09-30 | $3.9M | 21k | 185.32 |
| 2020-06-30 | $1.1M | 6.2k | 177.85 |
| 2020-03-31 | $2.9M | 20k | 143.87 |
| 2019-09-30 | $3.9M | 20k | 193.25 |
| 2019-06-30 | $3.8M | 19k | 194.25 |
| 2019-03-31 | $3.8M | 20k | 189.42 |
More positions owned by Golden State Wealth Management
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