iShares S&P MidCap 400 Index shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group 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 High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 54k | 65.26 |
| 2025-06-30 | $3.5M | 57k | 62.02 |
| 2025-03-31 | $3.4M | 58k | 58.35 |
| 2024-12-31 | $2.4M | 38k | 62.31 |
| 2024-09-30 | $2.2M | 36k | 62.32 |
| 2024-06-30 | $2.1M | 36k | 58.52 |
| 2024-03-31 | $2.2M | 37k | 60.74 |
| 2023-12-31 | $2.0M | 7.2k | 277.15 |
| 2023-09-30 | $1.8M | 7.1k | 249.35 |
| 2023-06-30 | $1.9M | 7.1k | 261.48 |
| 2023-03-31 | $2.2M | 8.7k | 250.16 |
| 2022-12-31 | $2.2M | 9.0k | 241.89 |
| 2022-09-30 | $2.5M | 11k | 219.23 |
| 2022-06-30 | $2.5M | 11k | 226.21 |
| 2022-03-31 | $3.7M | 14k | 267.61 |
| 2021-12-31 | $3.8M | 14k | 283.07 |
More positions owned by High Net Worth Advisory Group
View all positions for High Net Worth Advisory Group