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iShares S&P MidCap 400 Index shares owned by Guardian Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Guardian Wealth Advisors from 13F filings

Historical chart of Guardian Wealth Advisors 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 Guardian Wealth Advisors 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 Guardian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 195k 62.32
2024-06-30 $11M 187k 58.52
2024-03-31 $11M 183k 60.74
2023-12-31 $10M 36k 277.15
2023-09-30 $8.8M 35k 249.35
2023-06-30 $8.8M 34k 261.48
2023-03-31 $18k 72 250.17
2022-12-31 $6.7M 28k 241.89
2022-09-30 $5.5M 25k 219.25
2022-06-30 $5.2M 23k 226.25
2022-03-31 $5.7M 21k 268.34
2021-12-31 $5.7M 20k 283.08
2021-09-30 $4.9M 19k 263.06
2021-06-30 $4.8M 18k 268.75
2021-03-31 $877k 3.4k 260.24
2020-12-31 $4.2M 18k 229.81