iShares S&P MidCap 400 Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by HB Wealth Management 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.1M | 145k | 62.30 |
| 2024-09-30 | $7.7M | 123k | 62.32 |
| 2024-06-30 | $6.9M | 117k | 58.52 |
| 2024-03-31 | $7.0M | 116k | 60.74 |
| 2023-12-31 | $5.7M | 21k | 277.15 |
| 2023-09-30 | $5.7M | 23k | 249.36 |
| 2023-06-30 | $6.1M | 23k | 261.48 |
| 2023-03-31 | $5.8M | 23k | 250.16 |
| 2022-12-31 | $5.2M | 22k | 241.89 |
| 2022-09-30 | $3.4M | 15k | 219.25 |
| 2022-06-30 | $3.3M | 15k | 226.25 |
| 2022-03-31 | $3.2M | 12k | 268.32 |
| 2021-12-31 | $3.3M | 12k | 283.09 |
More positions owned by HB Wealth Management
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