iShares S&P MidCap 400 Index shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM 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 HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Index by HHM Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $520k | 2.1k | 249.35 |
2023-06-30 | $545k | 2.1k | 261.48 |
2023-03-31 | $488k | 2.0k | 250.16 |
2022-12-31 | $545k | 2.3k | 241.89 |
2022-09-30 | $498k | 2.3k | 219.38 |
2022-06-30 | $513k | 2.3k | 225.99 |
2022-03-31 | $601k | 2.2k | 268.54 |
2021-12-31 | $608k | 2.1k | 282.92 |
2021-09-30 | $612k | 2.3k | 263.23 |
2021-06-30 | $619k | 2.3k | 268.78 |
2021-03-31 | $609k | 2.3k | 260.03 |
2020-12-31 | $507k | 2.2k | 229.62 |
2020-09-30 | $265k | 1.4k | 185.19 |
2020-06-30 | $252k | 1.4k | 177.72 |
2020-03-31 | $203k | 1.4k | 143.97 |
2019-12-31 | $273k | 1.3k | 205.73 |
2019-09-30 | $269k | 1.4k | 193.53 |
2019-06-30 | $272k | 1.4k | 194.29 |
2019-03-31 | $277k | 1.5k | 189.73 |
2018-12-31 | $251k | 1.5k | 166.01 |