iShares S&P MidCap 400 Index shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 72k | 60.78 |
| 2023-12-31 | $3.8M | 14k | 277.15 |
| 2023-09-30 | $3.0M | 12k | 249.34 |
| 2023-06-30 | $3.1M | 12k | 261.48 |
| 2023-03-31 | $2.9M | 12k | 250.16 |
| 2022-12-31 | $2.9M | 12k | 241.80 |
| 2022-09-30 | $2.7M | 13k | 219.05 |
| 2022-06-30 | $2.8M | 13k | 226.22 |
| 2022-03-31 | $3.6M | 13k | 268.51 |
| 2021-12-31 | $3.8M | 14k | 283.05 |
| 2021-09-30 | $3.5M | 13k | 263.09 |
| 2021-06-30 | $3.5M | 13k | 268.74 |
| 2021-03-31 | $3.9M | 15k | 261.20 |
| 2020-12-31 | $3.6M | 16k | 229.86 |
| 2020-09-30 | $3.0M | 16k | 185.33 |
| 2020-06-30 | $2.9M | 16k | 178.62 |
| 2020-03-31 | $2.3M | 16k | 143.83 |
| 2019-12-31 | $3.7M | 18k | 205.78 |
More positions owned by HighMark Wealth Management
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