iShares S&P MidCap 400 Index shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood 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 Heartwood 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 3.8k | 65.26 |
| 2025-06-30 | $235k | 3.8k | 62.02 |
| 2025-03-31 | $227k | 3.9k | 58.35 |
| 2024-12-31 | $216k | 3.5k | 62.31 |
| 2024-09-30 | $216k | 3.5k | 62.32 |
| 2024-06-30 | $203k | 3.5k | 58.52 |
| 2024-03-31 | $210k | 3.5k | 60.74 |
| 2023-12-31 | $208k | 750 | 277.15 |
| 2022-12-31 | $203k | 839 | 241.89 |
| 2022-06-30 | $314k | 1.4k | 225.90 |