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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

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Quarterly 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