iShares S&P MidCap 400 Index shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon 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 Icon 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 Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $232k | 3.5k | 66.00 |
| 2025-09-30 | $254k | 3.9k | 65.26 |
| 2025-06-30 | $242k | 3.9k | 62.02 |
| 2025-03-31 | $217k | 3.7k | 58.34 |
| 2024-12-31 | $500k | 8.0k | 62.31 |
| 2024-09-30 | $365k | 5.9k | 62.32 |
| 2024-03-31 | $274k | 4.5k | 60.74 |
| 2023-12-31 | $185k | 668 | 277.06 |
| 2022-09-30 | $136k | 619 | 219.71 |