iShares S&P MidCap 400 Index shares owned by Grand Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management 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 Grand Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10k | 36 | 277.31 |
| 2023-09-30 | $9.0k | 36 | 249.50 |
| 2023-06-30 | $9.4k | 36 | 261.64 |
| 2023-03-31 | $19k | 76 | 250.22 |
| 2022-12-31 | $25k | 102 | 241.94 |
| 2022-09-30 | $22k | 102 | 215.69 |
| 2022-06-30 | $23k | 102 | 225.49 |
| 2022-03-31 | $27k | 102 | 264.71 |
| 2021-12-31 | $30k | 105 | 285.71 |