iShares S&P MidCap 400 Index shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners 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 Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.7M | 15k | 249.35 |
| 2023-06-30 | $162k | 619 | 261.48 |
| 2023-03-31 | $155k | 619 | 250.16 |
| 2019-12-31 | $1.7M | 8.0k | 205.80 |
| 2019-09-30 | $1.4M | 7.2k | 193.26 |
| 2019-06-30 | $2.5M | 13k | 194.27 |
| 2019-03-31 | $1.9M | 10k | 189.39 |
| 2018-12-31 | $2.2M | 14k | 166.03 |
| 2018-09-30 | $3.6M | 18k | 201.29 |
| 2018-06-30 | $3.2M | 16k | 194.76 |
| 2018-03-31 | $2.1M | 11k | 187.62 |
| 2017-12-31 | $910k | 4.8k | 189.82 |